Polaris Wealth Advisory Group’s Aramark ARMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-501,763	Closed	-$12.9M	–	109
2016 Q4	$12.9M	Sell	501,763 -36,713	-7%	-$959K	1.5%	33
2016 Q3	$14.8M	Buy	538,476 +18,029	+3%	+$476K	1.77%	28
2016 Q2	$12.6M	Buy	520,447 +59,700	+13%	+$1.44M	1.95%	25
2016 Q1	$11M	Buy	460,747 +99,144	+27%	+$2.27M	1.72%	30
2015 Q4	$8.42M	Buy	361,603 +71,084	+24%	+$1.62M	1.36%	40
2015 Q3	$6.22M	Buy	290,519 +48,068	+20%	+$1.1M	1.27%	42
2015 Q2	$5.42M	Buy	242,451 +35,216	+17%	+$795K	1.08%	41
2015 Q1	$4.73M	Buy	+207,235	New	+$4.75M	0.86%	51

Other funds holding ARMK

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Polaris Wealth Advisory Group's ARMK Position: Q1 2017 in Review

Polaris Wealth Advisory Group sold out of Aramark (ARMK) in Q1 2017, closing a stake of 501,763 shares — an estimated $12.9M sold.

Polaris Wealth Advisory Group first reported a position in ARMK in Q1 2015 and held it in 8 quarters. The position peaked at $14.8M in Q3 2016. 328 funds tracked by Wall St. Rank hold ARMK as of Q1 2017.

Polaris Wealth Advisory Group reported no remaining Aramark position as of Q1 2017 after selling out during the quarter.
Polaris Wealth Advisory Group sold 501,763 Aramark shares in Q1 2017, an estimated $12.9M.
Polaris Wealth Advisory Group first reported a position in Aramark in Q1 2015 and held it in 8 quarters.
Polaris Wealth Advisory Group's Aramark position peaked at $14.8M in Q3 2016.
328 funds tracked by Wall St. Rank held Aramark as of Q1 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2017, filed 26 Apr 2017.