Polaris Wealth Advisory Group’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-413	Closed	-$31K	–	525
2018 Q3	$31K	Buy	413 +302	+272%	+$22.9K	﹤0.01%	290
2018 Q2	$15K	Sell	111 -111	-50%	-$7.83K	﹤0.01%	184
2018 Q1	$15K	Buy	+222	New	+$15K	﹤0.01%	323

Other funds holding SLY

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polaris Wealth Advisory Group's SLY Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2018, closing a stake of 413 shares — an estimated $31K sold.

Polaris Wealth Advisory Group first reported a position in SLY in Q1 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 139 funds tracked by Wall St. Rank hold SLY as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 413 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2018, an estimated $31K.
Polaris Wealth Advisory Group first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $31K in Q3 2018.
139 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.