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Meridian Wealth Advisors’s Polaris PII Stock Holding History

Meridian Wealth Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-125
Closed -$10K – 324
2018
Q4 		$10K Buy
+125
New +$11.2K 0.01% 401

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return

Meridian Wealth Advisors's PII Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Polaris (PII) in Q1 2019, closing a stake of 125 shares — an estimated $10K sold.

Meridian Wealth Advisors first reported a position in PII in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 452 funds tracked by Wall St. Rank hold PII as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Polaris position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 125 Polaris shares in Q1 2019, an estimated $10K.
  • Meridian Wealth Advisors first reported a position in Polaris in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Polaris position peaked at $10K in Q4 2018.
  • 452 funds tracked by Wall St. Rank held Polaris as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.