Sky Investment Group’s Polaris PII Stock Holding History

Sky Investment 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 Q2	–	Sell	-9,971	Closed	-$1.14M	–	101
2018 Q1	$1.14M	Sell	9,971 -330	-3%	-$39.7K	0.46%	57
2017 Q4	$1.28M	Sell	10,301 -930	-8%	-$110K	0.5%	56
2017 Q3	$1.18M	Sell	11,231 -99	-0.9%	-$9.38K	0.48%	59
2017 Q2	$1.04M	Hold	11,330	–	–	0.44%	60
2017 Q1	$949K	Sell	11,330 -155	-1%	-$13.3K	0.42%	59
2016 Q4	$946K	Sell	11,485 -3,150	-22%	-$257K	0.44%	58
2016 Q3	$1.13M	Buy	+14,635	New	+$1.27M	0.53%	55

Other funds holding PII

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

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

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

Fidelity Investments

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

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

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