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Signature Wealth Management Group’s Polaris PII Stock Holding History

Signature Wealth Management 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
2018
Q4 		– Sell
-41
Closed -$4K – 239
2018
Q3 		$4K Hold
41
– – ﹤0.01% 269
2018
Q2 		$5K Hold
41
– – ﹤0.01% 250
2018
Q1 		$5K Hold
41
– – ﹤0.01% 248
2017
Q4 		$5K Buy
+41
New +$4.87K ﹤0.01% 259

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Signature Wealth Management Group's PII Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Polaris (PII) in Q4 2018, closing a stake of 41 shares — an estimated $4K sold.

Signature Wealth Management Group first reported a position in PII in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q2 2018. 429 funds tracked by Wall St. Rank hold PII as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Polaris position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 41 Polaris shares in Q4 2018, an estimated $4K.
  • Signature Wealth Management Group first reported a position in Polaris in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Polaris position peaked at $5K in Q2 2018.
  • 429 funds tracked by Wall St. Rank held Polaris as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.