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Oak Point Wealth Management’s Polaris PII Stock Holding History

Oak Point 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
Q1 		– Sell
-6,594
Closed -$820K – 237
2017
Q4 		$820K Buy
+6,594
New +$782K 0.81% 40

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 $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Oak Point Wealth Management's PII Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Polaris (PII) in Q1 2018, closing a stake of 6,594 shares — an estimated $820K sold.

Oak Point Wealth Management first reported a position in PII in Q4 2017 and held it in 1 quarter. The position peaked at $820K in Q4 2017. 463 funds tracked by Wall St. Rank hold PII as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Polaris position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 6,594 Polaris shares in Q1 2018, an estimated $820K.
  • Oak Point Wealth Management first reported a position in Polaris in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Polaris position peaked at $820K in Q4 2017.
  • 463 funds tracked by Wall St. Rank held Polaris as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.