Polaris Wealth Advisory Group’s Service Corp International SCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-313,340	Closed	-$12.6M	–	169
2018 Q4	$12.6M	Sell	313,340 -16,328	-5%	-$709K	1.19%	37
2018 Q3	$14.6M	Buy	329,668 +31,856	+11%	+$1.29M	1%	43
2018 Q2	$11.2M	Hold	297,812	–	–	0.95%	49
2018 Q1	$11.2M	Buy	297,812 +37,601	+14%	+$1.44M	0.92%	49
2017 Q4	$9.71M	Buy	260,211 +20,800	+9%	+$744K	0.8%	54
2017 Q3	$8.26M	Buy	+239,411	New	+$8.31M	0.73%	56

Other funds holding SCI

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Polaris Wealth Advisory Group's SCI Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of Service Corp International (SCI) in Q1 2019, closing a stake of 313,340 shares — an estimated $12.6M sold.

Polaris Wealth Advisory Group first reported a position in SCI in Q3 2017 and held it in 6 quarters. The position peaked at $14.6M in Q3 2018. 390 funds tracked by Wall St. Rank hold SCI as of Q1 2019.

Polaris Wealth Advisory Group reported no remaining Service Corp International position as of Q1 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 313,340 Service Corp International shares in Q1 2019, an estimated $12.6M.
Polaris Wealth Advisory Group first reported a position in Service Corp International in Q3 2017 and held it in 6 quarters.
Polaris Wealth Advisory Group's Service Corp International position peaked at $14.6M in Q3 2018.
390 funds tracked by Wall St. Rank held Service Corp International as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.