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Polaris Wealth Advisory Group’s Choice Hotels CHH Stock Holding History

Polaris Wealth Advisory Group’s Portfolio CHH Stock Details CHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-9,490
Closed -$608K – 72
2015
Q1 		$608K Buy
+9,490
New +$577K 0.11% 58

Other funds holding CHH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Polaris Wealth Advisory Group's CHH Position: Q2 2015 in Review

Polaris Wealth Advisory Group sold out of Choice Hotels (CHH) in Q2 2015, closing a stake of 9,490 shares — an estimated $608K sold.

Polaris Wealth Advisory Group first reported a position in CHH in Q1 2015 and held it in 1 quarter. The position peaked at $608K in Q1 2015. 134 funds tracked by Wall St. Rank hold CHH as of Q2 2015.

  • Polaris Wealth Advisory Group reported no remaining Choice Hotels position as of Q2 2015 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 9,490 Choice Hotels shares in Q2 2015, an estimated $608K.
  • Polaris Wealth Advisory Group first reported a position in Choice Hotels in Q1 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Choice Hotels position peaked at $608K in Q1 2015.
  • 134 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2015.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2015, filed 11 Aug 2015.