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Squar Milner Financial Services’s Polaris PII Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-497
Closed -$23K – 561
2020
Q1 		$23K Sell
497
-1,199
-71% -$98.4K 0.01% 447
2019
Q4 		$172K Buy
+1,696
New +$165K 0.09% 223
2019
Q3 		– Sell
-1,273
Closed -$116K – 569
2019
Q2 		$116K Buy
1,273
+96
+8% +$8.74K 0.08% 255
2019
Q1 		$99K Buy
1,177
+295
+33% +$25K 0.07% 258
2018
Q4 		$68K Hold
882
– – 0.07% 258
2018
Q3 		$89K Hold
882
– – 0.08% 252
2018
Q2 		$108K Buy
+882
New +$103K 0.1% 240

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Squar Milner Financial Services's PII Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Polaris (PII) in Q2 2020, closing a stake of 497 shares — an estimated $23K sold.

Squar Milner Financial Services first reported a position in PII in Q2 2018 and held it in 7 quarters. The position peaked at $172K in Q4 2019. 418 funds tracked by Wall St. Rank hold PII as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Polaris position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 497 Polaris shares in Q2 2020, an estimated $23K.
  • Squar Milner Financial Services first reported a position in Polaris in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Polaris position peaked at $172K in Q4 2019.
  • 418 funds tracked by Wall St. Rank held Polaris as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.