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Polaris Wealth Advisory Group’s Boston Properties BXP Stock Holding History

Polaris Wealth Advisory Group’s Portfolio BXP Stock Details BXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$31K – 185
2018
Q3 		$31K Buy
+250
New +$31.8K ﹤0.01% 288
2018
Q2 		– Sell
-250
Closed -$31K – 273
2018
Q1 		$31K Buy
+250
New +$30.4K ﹤0.01% 258

Other funds holding BXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Boston Properties (BXP) in Q4 2018, closing a stake of 250 shares — an estimated $31K sold.

Polaris Wealth Advisory Group first reported a position in BXP in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q3 2018. 505 funds tracked by Wall St. Rank hold BXP as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Boston Properties position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 250 Boston Properties shares in Q4 2018, an estimated $31K.
  • Polaris Wealth Advisory Group first reported a position in Boston Properties in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Boston Properties position peaked at $31K in Q3 2018.
  • 505 funds tracked by Wall St. Rank held Boston Properties as of Q4 2018.

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