Taylor Wealth Management Partners’s Polaris PII Stock Holding History

Taylor Wealth Management Partners’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
2019 Q1	–	Sell	-38	Closed	-$3K	–	99
2018 Q4	$3K	Hold	38	–	–	﹤0.01%	115
2018 Q3	$4K	Hold	38	–	–	﹤0.01%	124
2018 Q2	$5K	Hold	38	–	–	﹤0.01%	126
2018 Q1	$4K	Hold	38	–	–	﹤0.01%	121
2017 Q4	$5K	Hold	38	–	–	﹤0.01%	142
2017 Q3	$4K	Hold	38	–	–	﹤0.01%	149
2017 Q2	$4K	Hold	38	–	–	﹤0.01%	151
2017 Q1	$3K	Hold	38	–	–	﹤0.01%	150
2016 Q4	$3K	Hold	38	–	–	﹤0.01%	151
2016 Q3	$3K	Hold	38	–	–	﹤0.01%	141
2016 Q2	$3K	Hold	38	–	–	﹤0.01%	133
2016 Q1	$4K	Hold	38	–	–	﹤0.01%	133
2015 Q4	$3K	Hold	38	–	–	﹤0.01%	130
2015 Q3	$5K	Hold	38	–	–	﹤0.01%	137
2015 Q2	$6K	Hold	38	–	–	﹤0.01%	162
2015 Q1	$5K	Buy	+38	New	+$5.6K	﹤0.01%	158

Other funds holding PII

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 New York $609B AUM 40.19% 1-Year Est. Return

CFC

Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return

Taylor Wealth Management Partners's PII Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Polaris (PII) in Q1 2019, closing a stake of 38 shares — an estimated $3K sold.

Taylor Wealth Management Partners first reported a position in PII in Q1 2015 and held it in 16 quarters. The position peaked at $6K in Q2 2015. 452 funds tracked by Wall St. Rank hold PII as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Polaris position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 38 Polaris shares in Q1 2019, an estimated $3K.
Taylor Wealth Management Partners first reported a position in Polaris in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Polaris position peaked at $6K in Q2 2015.
452 funds tracked by Wall St. Rank held Polaris as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.