PWAG
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Polaris Wealth Advisory Group’s Deutsche Bank DB Stock Holding History

Polaris Wealth Advisory Group’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-57,295
Closed -$926K – 110
2016
Q4 		$926K Buy
+57,295
New +$807K 0.11% 73

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.17B AUM 42.44% 1-Year Est. Return

Polaris Wealth Advisory Group's DB Position: Q1 2017 in Review

Polaris Wealth Advisory Group sold out of Deutsche Bank (DB) in Q1 2017, closing a stake of 57,295 shares — an estimated $926K sold.

Polaris Wealth Advisory Group first reported a position in DB in Q4 2016 and held it in 1 quarter. The position peaked at $926K in Q4 2016. 199 funds tracked by Wall St. Rank hold DB as of Q1 2017.

  • Polaris Wealth Advisory Group reported no remaining Deutsche Bank position as of Q1 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 57,295 Deutsche Bank shares in Q1 2017, an estimated $926K.
  • Polaris Wealth Advisory Group first reported a position in Deutsche Bank in Q4 2016 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Deutsche Bank position peaked at $926K in Q4 2016.
  • 199 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2017, filed 26 Apr 2017.