PWAG
ALL icon

Polaris Wealth Advisory Group’s Allstate ALL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20
Closed -$2K – 154
2018
Q3 		$2K Buy
+20
New +$1.95K ﹤0.01% 478
2018
Q2 		– Sell
-20
Closed -$2K – 254
2018
Q1 		$2K Buy
+20
New +$1.94K ﹤0.01% 432

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polaris Wealth Advisory Group's ALL Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Allstate (ALL) in Q4 2018, closing a stake of 20 shares — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in ALL in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 979 funds tracked by Wall St. Rank hold ALL as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Allstate position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 20 Allstate shares in Q4 2018, an estimated $2K.
  • Polaris Wealth Advisory Group first reported a position in Allstate in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Allstate position peaked at $2K in Q3 2018.
  • 979 funds tracked by Wall St. Rank held Allstate as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.