Motley Fool Wealth Management’s Polaris PII Stock Holding History

Motley Fool 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
2017 Q2	–	Sell	-33,480	Closed	-$2.81M	–	160
2017 Q1	$2.81M	Buy	33,480 +2,234	+7%	+$192K	0.27%	100
2016 Q4	$2.57M	Buy	31,246 +1,048	+3%	+$85.5K	0.27%	100
2016 Q3	$2.34M	Sell	30,198 -603	-2%	-$52.4K	0.25%	109
2016 Q2	$2.52M	Buy	30,801 +1,779	+6%	+$158K	0.28%	104
2016 Q1	$2.86M	Buy	29,022 +2,900	+11%	+$252K	0.34%	89
2015 Q4	$2.25M	Buy	26,122 +10,554	+68%	+$1.12M	0.27%	105
2015 Q3	$1.87M	Buy	15,568 +4,493	+41%	+$610K	0.24%	110
2015 Q2	$1.64M	Buy	+11,075	New	+$1.59M	0.26%	111

Other funds holding PII

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return