Polaris Wealth Advisory Group’s Aptiv APTV Stock Holding History

Polaris Wealth Advisory Group’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-484	Closed	-$41K	–	159
2018 Q3	$41K	Sell	484 -254,051	-100%	-$23.2M	﹤0.01%	264
2018 Q2	$21.6M	Sell	254,535 -113	-0%	-$10.5K	1.83%	23
2018 Q1	$21.6M	Buy	254,648 +24,413	+11%	+$2.22M	1.76%	24
2017 Q4	$19.5M	Buy	230,235 +12,389	+6%	+$1.18M	1.6%	27
2017 Q3	$21.4M	Sell	217,846 -35,570	-14%	-$3.36M	1.89%	16
2017 Q2	$22.2M	Buy	253,416 +42,586	+20%	+$3.55M	2.53%	9
2017 Q1	$17M	Buy	210,830 +193,815	+1,139%	+$14.6M	1.85%	26
2016 Q4	$1.15M	Sell	17,015 -172	-1%	-$11.6K	0.13%	68
2016 Q3	$1.23M	Buy	+17,187	New	+$1.16M	0.15%	60
2014 Q3	–	Sell	-33,614	Closed	-$2.31M	–	69
2014 Q2	$2.31M	Buy	33,614 +2,048	+6%	+$139K	0.51%	40
2014 Q1	$2.14M	Buy	31,566 +5,188	+20%	+$331K	0.5%	38
2013 Q4	$1.59M	Buy	26,378 +3,798	+17%	+$220K	0.39%	48
2013 Q3	$1.32M	Buy	+22,580	New	+$1.25M	0.41%	33

Other funds holding APTV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Aptiv (APTV) in Q4 2018, closing a stake of 484 shares — an estimated $41K sold.

Polaris Wealth Advisory Group first reported a position in APTV in Q3 2013 and held it in 13 quarters. The position peaked at $22.2M in Q2 2017. 604 funds tracked by Wall St. Rank hold APTV as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Aptiv position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 484 Aptiv shares in Q4 2018, an estimated $41K.
Polaris Wealth Advisory Group first reported a position in Aptiv in Q3 2013 and held it in 13 quarters.
Polaris Wealth Advisory Group's Aptiv position peaked at $22.2M in Q2 2017.
604 funds tracked by Wall St. Rank held Aptiv as of Q4 2018.

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