YorkBridge Wealth Partners’s Polaris PII Stock Holding History

YorkBridge Wealth 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 Q2	–	Sell	-150	Closed	-$13K	–	763
2019 Q1	$13K	Hold	150	–	–	0.01%	531
2018 Q4	$12K	Hold	150	–	–	0.01%	549
2018 Q3	$15K	Hold	150	–	–	0.01%	569
2018 Q2	$18K	Hold	150	–	–	0.01%	559
2018 Q1	$19K	Hold	150	–	–	0.01%	541
2017 Q4	$16K	Sell	150 -80	-35%	-$9.49K	0.01%	580
2017 Q3	$24K	Hold	230	–	–	0.01%	477
2017 Q2	$22K	Hold	230	–	–	0.01%	484
2017 Q1	$20K	Hold	230	–	–	0.01%	510
2016 Q4	$21K	Buy	+230	New	+$18.8K	0.01%	470

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 $3.38T AUM 44.17% 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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

YorkBridge Wealth Partners's PII Position: Q2 2019 in Review

YorkBridge Wealth Partners sold out of Polaris (PII) in Q2 2019, closing a stake of 150 shares — an estimated $13K sold.

YorkBridge Wealth Partners first reported a position in PII in Q4 2016 and held it in 10 quarters. The position peaked at $24K in Q3 2017. 443 funds tracked by Wall St. Rank hold PII as of Q2 2019.

YorkBridge Wealth Partners reported no remaining Polaris position as of Q2 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 150 Polaris shares in Q2 2019, an estimated $13K.
YorkBridge Wealth Partners first reported a position in Polaris in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's Polaris position peaked at $24K in Q3 2017.
443 funds tracked by Wall St. Rank held Polaris as of Q2 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2019, filed 18 Jul 2019.