Polaris Wealth Advisory Group’s Engility Holdings, Inc. EGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-20	Closed	-$1K	–	519
2018 Q3	$1K	Buy	+20	New	+$689	﹤0.01%	505
2018 Q2	–	Sell	-20	Closed	–	–	463
2018 Q1	$0	Buy	+20	New	+$525	﹤0.01%	474

Other funds holding EGL

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Engility Holdings, Inc. (EGL) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in EGL in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 164 funds tracked by Wall St. Rank hold EGL as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Engility Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 20 Engility Holdings, Inc. shares in Q4 2018, an estimated $1K.
Polaris Wealth Advisory Group first reported a position in Engility Holdings, Inc. in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Engility Holdings, Inc. position peaked at $1K in Q3 2018.
164 funds tracked by Wall St. Rank held Engility Holdings, Inc. as of Q4 2018.

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