Peoples Financial Services Corp’s Polaris PII Stock Holding History

Peoples Financial Services Corp’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 Q2	–	Sell	-37	Closed	-$4K	–	356
2018 Q1	$4K	Hold	37	–	–	﹤0.01%	299
2017 Q4	$5K	Hold	37	–	–	﹤0.01%	280
2017 Q3	$4K	Hold	37	–	–	﹤0.01%	290
2017 Q2	$3K	Hold	37	–	–	﹤0.01%	311
2017 Q1	$3K	Hold	37	–	–	﹤0.01%	309
2016 Q4	$3K	Hold	37	–	–	﹤0.01%	272
2016 Q3	$3K	Hold	37	–	–	﹤0.01%	296
2016 Q2	$3K	Hold	37	–	–	﹤0.01%	272
2016 Q1	$4K	Hold	37	–	–	﹤0.01%	257
2015 Q4	$3K	Hold	37	–	–	﹤0.01%	270
2015 Q3	$4K	Hold	37	–	–	﹤0.01%	260
2015 Q2	$5K	Hold	37	–	–	﹤0.01%	266
2015 Q1	$5K	Hold	37	–	–	﹤0.01%	264
2014 Q4	$6K	Hold	37	–	–	﹤0.01%	260
2014 Q3	$6K	Hold	37	–	–	﹤0.01%	254
2014 Q2	$5K	Hold	37	–	–	﹤0.01%	275
2014 Q1	$5K	Hold	37	–	–	﹤0.01%	267
2013 Q4	$5K	Buy	+37	New	+$4.95K	﹤0.01%	278

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 $3.38T AUM 44.17% 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

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

WRF

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

ACH

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

Peoples Financial Services Corp's PII Position: Q2 2018 in Review

Peoples Financial Services Corp sold out of Polaris (PII) in Q2 2018, closing a stake of 37 shares — an estimated $4K sold.

Peoples Financial Services Corp first reported a position in PII in Q4 2013 and held it in 18 quarters. The position peaked at $6K in Q4 2014. 477 funds tracked by Wall St. Rank hold PII as of Q2 2018.

Peoples Financial Services Corp reported no remaining Polaris position as of Q2 2018 after selling out during the quarter.
Peoples Financial Services Corp sold 37 Polaris shares in Q2 2018, an estimated $4K.
Peoples Financial Services Corp first reported a position in Polaris in Q4 2013 and held it in 18 quarters.
Peoples Financial Services Corp's Polaris position peaked at $6K in Q4 2014.
477 funds tracked by Wall St. Rank held Polaris as of Q2 2018.

Based on Peoples Financial Services Corp's 13F filing for Q2 2018, filed 10 Jul 2018.