Polaris Wealth Advisory Group’s Endurance Specialty Holdings Ltd ENH Stock Holding History

Polaris Wealth Advisory Group’s Portfolio ENH Stock Details ENH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-8,185	Closed	-$535K	–	132
2016 Q1	$535K	Buy	8,185 +2,060	+34%	+$129K	0.08%	69
2015 Q4	$392K	Buy	+6,125	New	+$394K	0.06%	101

Other funds holding ENH

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Polaris Wealth Advisory Group's ENH Position: Q2 2016 in Review

Polaris Wealth Advisory Group sold out of Endurance Specialty Holdings Ltd (ENH) in Q2 2016, closing a stake of 8,185 shares — an estimated $535K sold.

Polaris Wealth Advisory Group first reported a position in ENH in Q4 2015 and held it in 2 quarters. The position peaked at $535K in Q1 2016. 278 funds tracked by Wall St. Rank hold ENH as of Q2 2016.

Polaris Wealth Advisory Group reported no remaining Endurance Specialty Holdings Ltd position as of Q2 2016 after selling out during the quarter.
Polaris Wealth Advisory Group sold 8,185 Endurance Specialty Holdings Ltd shares in Q2 2016, an estimated $535K.
Polaris Wealth Advisory Group first reported a position in Endurance Specialty Holdings Ltd in Q4 2015 and held it in 2 quarters.
Polaris Wealth Advisory Group's Endurance Specialty Holdings Ltd position peaked at $535K in Q1 2016.
278 funds tracked by Wall St. Rank held Endurance Specialty Holdings Ltd as of Q2 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2016, filed 2 Aug 2016.