Polaris Wealth Advisory Group’s IHS INC CL-A COM STK IHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-3,615	Closed	-$412K	–	101
2014 Q4	$412K	Buy	+3,615	New	+$449K	0.08%	69
2014 Q2	–	Sell	-100	Closed	-$12K	–	165
2014 Q1	$12K	Hold	100	–	–	﹤0.01%	125
2013 Q4	$12K	Hold	100	–	–	﹤0.01%	139
2013 Q3	$11.4K	Hold	100	–	–	﹤0.01%	117
2013 Q2	$10.4K	Buy	+100	New	+$10.2K	﹤0.01%	125

Other funds holding IHS

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tesuji Partners Fort Lee, New Jersey $1.73B AUM 3.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polaris Wealth Advisory Group's IHS Position: Q1 2015 in Review

Polaris Wealth Advisory Group sold out of IHS INC CL-A COM STK (IHS) in Q1 2015, closing a stake of 3,615 shares — an estimated $412K sold.

Polaris Wealth Advisory Group first reported a position in IHS in Q2 2013 and held it in 5 quarters. The position peaked at $412K in Q4 2014. 280 funds tracked by Wall St. Rank hold IHS as of Q1 2015.

Polaris Wealth Advisory Group reported no remaining IHS INC CL-A COM STK position as of Q1 2015 after selling out during the quarter.
Polaris Wealth Advisory Group sold 3,615 IHS INC CL-A COM STK shares in Q1 2015, an estimated $412K.
Polaris Wealth Advisory Group first reported a position in IHS INC CL-A COM STK in Q2 2013 and held it in 5 quarters.
Polaris Wealth Advisory Group's IHS INC CL-A COM STK position peaked at $412K in Q4 2014.
280 funds tracked by Wall St. Rank held IHS INC CL-A COM STK as of Q1 2015.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2015, filed 11 May 2015.