Polaris Wealth Advisory Group’s Check Point Software Technologies CHKP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-31,187	Closed	-$3.1M	–	513
2018 Q2	$3.1M	Hold	31,187	–	–	0.26%	63
2018 Q1	$3.1M	Buy	31,187 +8,917	+40%	+$919K	0.25%	65
2017 Q4	$2.31M	Buy	22,270 +3,826	+21%	+$416K	0.19%	68
2017 Q3	$2.1M	Buy	18,444 +3,429	+23%	+$377K	0.19%	68
2017 Q2	$1.64M	Buy	15,015 +579	+4%	+$62.6K	0.19%	57
2017 Q1	$1.48M	Buy	14,436 +172	+1%	+$16.9K	0.16%	65
2016 Q4	$1.21M	Buy	14,264 +374	+3%	+$30.7K	0.14%	67
2016 Q3	$1.08M	Buy	13,890 +962	+7%	+$74.6K	0.13%	64
2016 Q2	$1.03M	Buy	+12,928	New	+$1.08M	0.16%	50

Other funds holding CHKP

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Polaris Wealth Advisory Group's CHKP Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of Check Point Software Technologies (CHKP) in Q3 2018, closing a stake of 31,187 shares — an estimated $3.1M sold.

Polaris Wealth Advisory Group first reported a position in CHKP in Q2 2016 and held it in 9 quarters. The position peaked at $3.1M in Q2 2018. 600 funds tracked by Wall St. Rank hold CHKP as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining Check Point Software Technologies position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 31,187 Check Point Software Technologies shares in Q3 2018, an estimated $3.1M.
Polaris Wealth Advisory Group first reported a position in Check Point Software Technologies in Q2 2016 and held it in 9 quarters.
Polaris Wealth Advisory Group's Check Point Software Technologies position peaked at $3.1M in Q2 2018.
600 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.