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Polaris Wealth Advisory Group’s CACI CACI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$9K – 187
2018
Q3 		$9K Buy
+50
New +$9.23K ﹤0.01% 410
2018
Q2 		– Sell
-50
Closed -$8K – 274
2018
Q1 		$8K Buy
+50
New +$7.31K ﹤0.01% 370

Other funds holding CACI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of CACI (CACI) in Q4 2018, closing a stake of 50 shares — an estimated $9K sold.

Polaris Wealth Advisory Group first reported a position in CACI in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 338 funds tracked by Wall St. Rank hold CACI as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining CACI position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 50 CACI shares in Q4 2018, an estimated $9K.
  • Polaris Wealth Advisory Group first reported a position in CACI in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's CACI position peaked at $9K in Q3 2018.
  • 338 funds tracked by Wall St. Rank held CACI as of Q4 2018.

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