Polaris Wealth Advisory Group’s Fidelity National Information Services FIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,409	Closed	-$388K	–	154
2019 Q1	$388K	Sell	3,409 -261,558	-99%	-$27.9M	0.03%	120
2018 Q4	$27.2M	Sell	264,967 -2,742	-1%	-$286K	2.56%	7
2018 Q3	$29.2M	Buy	267,709 +6,871	+3%	+$740K	2.01%	12
2018 Q2	$25.1M	Sell	260,838 -114	-0%	-$11.6K	2.12%	16
2018 Q1	$25.1M	Buy	260,952 +18,886	+8%	+$1.85M	2.05%	16
2017 Q4	$22.8M	Buy	242,066 +11,339	+5%	+$1.07M	1.87%	18
2017 Q3	$21.5M	Buy	230,727 +1,371	+0.6%	+$125K	1.9%	15
2017 Q2	$19.6M	Buy	229,356 +3,867	+2%	+$323K	2.23%	19
2017 Q1	$18M	Buy	225,489 +6,365	+3%	+$512K	1.96%	20
2016 Q4	$16.6M	Sell	219,124 -98	-0%	-$7.47K	1.92%	21
2016 Q3	$16.9M	Buy	+219,222	New	+$17.1M	2.02%	20
2015 Q2	–	Sell	-76,726	Closed	-$5.22M	–	75
2015 Q1	$5.22M	Buy	76,726 +24,881	+48%	+$1.63M	0.95%	34
2014 Q4	$3.23M	Buy	51,845 +5,345	+11%	+$314K	0.66%	41
2014 Q3	$2.62M	Buy	46,500 +7,200	+18%	+$407K	0.59%	40
2014 Q2	$2.15M	Buy	+39,300	New	+$2.11M	0.48%	45
2013 Q4	–	Sell	-23,188	Closed	-$1.08M	–	191
2013 Q3	$1.08M	Buy	23,188 +8,440	+57%	+$383K	0.33%	44
2013 Q2	$632K	Buy	+14,748	New	+$630K	0.25%	45

Other funds holding FIS

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Polaris Wealth Advisory Group's FIS Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of Fidelity National Information Services (FIS) in Q2 2019, closing a stake of 3,409 shares — an estimated $388K sold.

Polaris Wealth Advisory Group first reported a position in FIS in Q2 2013 and held it in 17 quarters. The position peaked at $29.2M in Q3 2018. 853 funds tracked by Wall St. Rank hold FIS as of Q2 2019.

Polaris Wealth Advisory Group reported no remaining Fidelity National Information Services position as of Q2 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 3,409 Fidelity National Information Services shares in Q2 2019, an estimated $388K.
Polaris Wealth Advisory Group first reported a position in Fidelity National Information Services in Q2 2013 and held it in 17 quarters.
Polaris Wealth Advisory Group's Fidelity National Information Services position peaked at $29.2M in Q3 2018.
853 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.