Shine Investment Advisory Services’s Polaris PII Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$6K	Hold	68	–	–	﹤0.01%	612
2020 Q2	$6K	Sell	68 -17	-20%	-$1.3K	﹤0.01%	617
2020 Q1	$4K	Hold	85	–	–	﹤0.01%	637
2019 Q4	$9K	Hold	85	–	–	﹤0.01%	594
2019 Q3	$7K	Hold	85	–	–	﹤0.01%	624
2019 Q2	$8K	Hold	85	–	–	﹤0.01%	570
2019 Q1	$7K	Hold	85	–	–	﹤0.01%	601
2018 Q4	$7K	Hold	85	–	–	﹤0.01%	575
2018 Q3	$9K	Hold	85	–	–	﹤0.01%	535
2018 Q2	$10K	Hold	85	–	–	0.01%	526
2018 Q1	$10K	Buy	85 +11	+15%	+$1.32K	0.01%	531
2017 Q4	$9K	Hold	74	–	–	﹤0.01%	548
2017 Q3	$8K	Hold	74	–	–	﹤0.01%	564
2017 Q2	$7K	Buy	+74	New	+$6.35K	﹤0.01%	575

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Shine Investment Advisory Services's PII Position: Q3 2020 in Review

Shine Investment Advisory Services held its Polaris (PII) position steady in Q3 2020 at 68 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Shine Investment Advisory Services first reported a position in PII in Q2 2017 and has held it in 14 quarters since. The position peaked at $10K in Q2 2018. 432 funds tracked by Wall St. Rank hold PII as of Q3 2020.

Shine Investment Advisory Services held 68 shares of Polaris worth $6K as of Q3 2020.
Shine Investment Advisory Services left its Polaris share count unchanged in Q3 2020.
Polaris made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #612 holding.
Shine Investment Advisory Services first reported a position in Polaris in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Polaris position peaked at $10K in Q2 2018.
432 funds tracked by Wall St. Rank held Polaris as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.