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Wealthspire Advisors (Maryland)’s Polaris PII Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,571
Closed -$133K – 1588
2019
Q1 		$133K Buy
1,571
+197
+14% +$16.7K 0.01% 553
2018
Q4 		$105K Buy
1,374
+23
+2% +$2.07K 0.01% 588
2018
Q3 		$136K Sell
1,351
-41
-3% -$4.58K 0.01% 570
2018
Q2 		$170K Buy
1,392
+53
+4% +$6.2K 0.02% 512
2018
Q1 		$153K Sell
1,339
-96
-7% -$11.6K 0.01% 558
2017
Q4 		$178K Sell
1,435
-104
-7% -$12.3K 0.02% 528
2017
Q3 		$161K Sell
1,539
-507
-25% -$48K 0.02% 551
2017
Q2 		$189K Sell
2,046
-127
-6% -$10.9K 0.02% 470
2017
Q1 		$182K Sell
2,173
-112
-5% -$9.64K 0.03% 424
2016
Q4 		$188K Sell
2,285
-48
-2% -$3.92K 0.03% 393
2016
Q3 		$181K Sell
2,333
-25
-1% -$2.17K 0.03% 409
2016
Q2 		$193K Buy
2,358
+995
+73% +$88.2K 0.03% 371
2016
Q1 		$134K Sell
1,363
-164
-11% -$14.2K 0.02% 455
2015
Q4 		$131K Buy
+1,527
New +$162K 0.02% 465

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PII Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Polaris (PII) in Q2 2019, closing a stake of 1,571 shares — an estimated $133K sold.

Wealthspire Advisors (Maryland) first reported a position in PII in Q4 2015 and held it in 14 quarters. The position peaked at $193K in Q2 2016. 443 funds tracked by Wall St. Rank hold PII as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Polaris position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,571 Polaris shares in Q2 2019, an estimated $133K.
  • Wealthspire Advisors (Maryland) first reported a position in Polaris in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Polaris position peaked at $193K in Q2 2016.
  • 443 funds tracked by Wall St. Rank held Polaris as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.