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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 $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthTrust-Arizona's PII Position: Q4 2018 in Review

WealthTrust-Arizona held its Polaris (PII) position steady in Q4 2018 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

WealthTrust-Arizona first reported a position in PII in Q3 2016 and has held it in 10 quarters since. The position peaked at $2K in Q3 2018. 429 funds tracked by Wall St. Rank hold PII as of Q4 2018.

  • WealthTrust-Arizona held 15 shares of Polaris worth $1K as of Q4 2018.
  • WealthTrust-Arizona left its Polaris share count unchanged in Q4 2018.
  • Polaris made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #634 holding.
  • WealthTrust-Arizona first reported a position in Polaris in Q3 2016 and has held it in 10 quarters since.
  • WealthTrust-Arizona's Polaris position peaked at $2K in Q3 2018.
  • 429 funds tracked by Wall St. Rank held Polaris as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.