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WealthTrust-Arizona’s Polaris PII Stock Holding History

WealthTrust-Arizona’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 		$1K Hold
15
– – ﹤0.01% 634
2018
Q3 		$2K Buy
15
+10
+200% +$1.12K ﹤0.01% 598
2018
Q2 		$1K Hold
5
– – ﹤0.01% 640
2018
Q1 		$1K Hold
5
– – ﹤0.01% 619
2017
Q4 		$1K Hold
5
– – ﹤0.01% 621
2017
Q3 		$1K Hold
5
– – ﹤0.01% 630
2017
Q2 		$0 Hold
5
– – ﹤0.01% 670
2017
Q1 		$0 Hold
5
– – ﹤0.01% 636
2016
Q4 		$0 Hold
5
– – ﹤0.01% 631
2016
Q3 		$0 Buy
+5
New +$434 ﹤0.01% 629

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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