SevenBridge Financial Group’s Polaris PII Stock Holding History

SevenBridge Financial Group’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-4	Closed	-$2K	–	657
2016 Q4	$2K	Buy	+4	New	+$326	﹤0.01%	591

Other funds holding PII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SevenBridge Financial Group's PII Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Polaris (PII) in Q3 2019, closing a stake of 498 shares — an estimated $45K sold.

SevenBridge Financial Group first reported a position in PII in Q2 2016 and held it in 13 quarters. The position peaked at $1.1M in Q1 2017. 441 funds tracked by Wall St. Rank hold PII as of Q3 2019.

SevenBridge Financial Group reported no remaining Polaris position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 498 Polaris shares in Q3 2019, an estimated $45K.
SevenBridge Financial Group first reported a position in Polaris in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Polaris position peaked at $1.1M in Q1 2017.
441 funds tracked by Wall St. Rank held Polaris as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.