Polaris Wealth Advisory Group’s Total System Services, Inc. TSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-156,391	Closed	-$15M	–	183
2019 Q1	$15M	Sell	156,391 -1,091	-0.7%	-$98.6K	1.13%	42
2018 Q4	$12.8M	Buy	157,482 +2,901	+2%	+$257K	1.2%	36
2018 Q3	$15.3M	Sell	154,581 -30,020	-16%	-$2.82M	1.05%	40
2018 Q2	$15.9M	Sell	184,601 -157	-0.1%	-$13.5K	1.34%	34
2018 Q1	$15.9M	Buy	184,758 +1,276	+0.7%	+$110K	1.3%	34
2017 Q4	$14.5M	Buy	183,482 +5,855	+3%	+$426K	1.19%	39
2017 Q3	$11.6M	Buy	+177,627	New	+$11.5M	1.02%	49
2016 Q3	–	Sell	-333,497	Closed	-$17.7M	–	124
2016 Q2	$17.7M	Buy	333,497 +44,815	+16%	+$2.32M	2.75%	10
2016 Q1	$13.7M	Buy	288,682 +74,954	+35%	+$3.28M	2.15%	17
2015 Q4	$10.6M	Buy	213,728 +39,351	+23%	+$2.05M	1.72%	15
2015 Q3	$7.92M	Buy	174,377 +26,161	+18%	+$1.19M	1.62%	21
2015 Q2	$6.19M	Buy	148,216 +20,511	+16%	+$829K	1.23%	26
2015 Q1	$4.87M	Buy	+127,705	New	+$4.67M	0.89%	46

Other funds holding TSS

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Total System Services, Inc. (TSS) in Q2 2019, closing a stake of 156,391 shares — an estimated $15M sold.

Polaris Wealth Advisory Group first reported a position in TSS in Q1 2015 and held it in 13 quarters. The position peaked at $17.7M in Q2 2016. 594 funds tracked by Wall St. Rank hold TSS as of Q2 2019.

Polaris Wealth Advisory Group reported no remaining Total System Services, Inc. position as of Q2 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 156,391 Total System Services, Inc. shares in Q2 2019, an estimated $15M.
Polaris Wealth Advisory Group first reported a position in Total System Services, Inc. in Q1 2015 and held it in 13 quarters.
Polaris Wealth Advisory Group's Total System Services, Inc. position peaked at $17.7M in Q2 2016.
594 funds tracked by Wall St. Rank held Total System Services, Inc. as of Q2 2019.

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