PWAG
CIO

Polaris Wealth Advisory Group’s City Office REIT CIO Stock Holding History

Polaris Wealth Advisory Group’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$13K – 197
2018
Q3 		$13K Hold
1,000
– – ﹤0.01% 374
2018
Q2 		$12K Hold
1,000
– – ﹤0.01% 193
2018
Q1 		$12K Buy
+1,000
New +$11.4K ﹤0.01% 341

Other funds holding CIO

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of City Office REIT (CIO) in Q4 2018, closing a stake of 1,000 shares — an estimated $13K sold.

Polaris Wealth Advisory Group first reported a position in CIO in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 138 funds tracked by Wall St. Rank hold CIO as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining City Office REIT position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,000 City Office REIT shares in Q4 2018, an estimated $13K.
  • Polaris Wealth Advisory Group first reported a position in City Office REIT in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's City Office REIT position peaked at $13K in Q3 2018.
  • 138 funds tracked by Wall St. Rank held City Office REIT as of Q4 2018.

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