Polaris Wealth Advisory Group’s Ballard Power Systems BLDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-300	Closed	-$1K	–	174
2018 Q3	$1K	Buy	+300	New	+$992	﹤0.01%	493
2018 Q2	–	Sell	-300	Closed	-$1K	–	265
2018 Q1	$1K	Buy	+300	New	+$1.07K	﹤0.01%	445

Other funds holding BLDP

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RHBC

R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Ballard Power Systems (BLDP) in Q4 2018, closing a stake of 300 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in BLDP in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 87 funds tracked by Wall St. Rank hold BLDP as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Ballard Power Systems position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 300 Ballard Power Systems shares in Q4 2018, an estimated $1K.
Polaris Wealth Advisory Group first reported a position in Ballard Power Systems in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Ballard Power Systems position peaked at $1K in Q3 2018.
87 funds tracked by Wall St. Rank held Ballard Power Systems as of Q4 2018.

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