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Polaris Wealth Advisory Group’s Bunge Global BG Stock Holding History

Polaris Wealth Advisory Group’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-25,828
Closed -$1.79M – 145
2017
Q3 		$1.79M Buy
25,828
+5,575
+28% +$422K 0.16% 72
2017
Q2 		$1.51M Buy
20,253
+1,533
+8% +$117K 0.17% 63
2017
Q1 		$1.48M Buy
+18,720
New +$1.4M 0.16% 64
2014
Q1 		– Sell
-3,782
Closed -$311K – 165
2013
Q4 		$311K Buy
+3,782
New +$305K 0.08% 74

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Polaris Wealth Advisory Group's BG Position: Q4 2017 in Review

Polaris Wealth Advisory Group sold out of Bunge Global (BG) in Q4 2017, closing a stake of 25,828 shares — an estimated $1.79M sold.

Polaris Wealth Advisory Group first reported a position in BG in Q4 2013 and held it in 4 quarters. The position peaked at $1.79M in Q3 2017. 387 funds tracked by Wall St. Rank hold BG as of Q4 2017.

  • Polaris Wealth Advisory Group reported no remaining Bunge Global position as of Q4 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 25,828 Bunge Global shares in Q4 2017, an estimated $1.79M.
  • Polaris Wealth Advisory Group first reported a position in Bunge Global in Q4 2013 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Bunge Global position peaked at $1.79M in Q3 2017.
  • 387 funds tracked by Wall St. Rank held Bunge Global as of Q4 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2017, filed 13 Feb 2018.