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Sheets Smith Wealth Management’s Polaris PII Stock Holding History

Sheets Smith Wealth Management’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
2018
Q4 		– Sell
-2,382
Closed -$240K – 311
2018
Q3 		$240K Sell
2,382
-115
-5% -$12.8K 0.05% 313
2018
Q2 		$305K Buy
2,497
+10
+0.4% +$1.17K 0.07% 261
2018
Q1 		$285K Buy
2,487
+11
+0.4% +$1.32K 0.07% 266
2017
Q4 		$307K Buy
2,476
+10
+0.4% +$1.19K 0.07% 264
2017
Q3 		$258K Buy
2,466
+12
+0.5% +$1.14K 0.07% 276
2017
Q2 		$226K Buy
2,454
+14
+0.6% +$1.2K 0.06% 278
2017
Q1 		$204K Buy
+2,440
New +$210K 0.05% 276
2014
Q1 		– Sell
-3,576
Closed -$521K – 274
2013
Q4 		$521K Buy
3,576
+265
+8% +$35.5K 0.14% 177
2013
Q3 		$428K Buy
+3,311
New +$372K 0.14% 174

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return