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Polaris Wealth Advisory Group’s Celanese CE Stock Holding History

Polaris Wealth Advisory Group’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,624
Closed -$311K – 169
2013
Q4 		$311K Buy
5,624
+3,364
+149% +$186K 0.08% 75
2013
Q3 		$119K Buy
+2,260
New +$111K 0.04% 70

Other funds holding CE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Polaris Wealth Advisory Group's CE Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of Celanese (CE) in Q1 2014, closing a stake of 5,624 shares — an estimated $311K sold.

Polaris Wealth Advisory Group first reported a position in CE in Q3 2013 and held it in 2 quarters. The position peaked at $311K in Q4 2013. 316 funds tracked by Wall St. Rank hold CE as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining Celanese position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 5,624 Celanese shares in Q1 2014, an estimated $311K.
  • Polaris Wealth Advisory Group first reported a position in Celanese in Q3 2013 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Celanese position peaked at $311K in Q4 2013.
  • 316 funds tracked by Wall St. Rank held Celanese as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.