MinichMacGregor Wealth Management’s Polaris PII Stock Holding History

MinichMacGregor Wealth Management’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
2018 Q3	–	Sell	-15	Closed	-$1K	–	570
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	500
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	481
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	469
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	447
2017 Q2	$1K	Sell	15 -3	-17%	-$257	﹤0.01%	443
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	432
2016 Q4	$1K	Hold	18	–	–	﹤0.01%	433
2016 Q3	$1K	Buy	18 +3	+20%	+$261	﹤0.01%	432
2016 Q2	$1K	Hold	15	–	–	﹤0.01%	414
2016 Q1	$1K	Buy	+15	New	+$1.3K	﹤0.01%	399

Other funds holding PII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

MinichMacGregor Wealth Management's PII Position: Q3 2018 in Review

MinichMacGregor Wealth Management sold out of Polaris (PII) in Q3 2018, closing a stake of 15 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in PII in Q1 2016 and held it in 10 quarters. The position peaked at $1K in Q2 2018. 468 funds tracked by Wall St. Rank hold PII as of Q3 2018.

MinichMacGregor Wealth Management reported no remaining Polaris position as of Q3 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 15 Polaris shares in Q3 2018, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in Polaris in Q1 2016 and held it in 10 quarters.
MinichMacGregor Wealth Management's Polaris position peaked at $1K in Q2 2018.
468 funds tracked by Wall St. Rank held Polaris as of Q3 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2018, filed 17 Oct 2018.