PWAG
EQT icon

Polaris Wealth Advisory Group’s EQT Corp EQT Stock Holding History

Polaris Wealth Advisory Group’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-130
Closed -$3K – 240
2018
Q3 		$3K Buy
+130
New +$3.59K ﹤0.01% 469
2018
Q2 		– Sell
-130
Closed -$3K – 311
2018
Q1 		$3K Buy
+130
New +$3.73K ﹤0.01% 419

Other funds holding EQT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of EQT Corp (EQT) in Q4 2018, closing a stake of 130 shares — an estimated $3K sold.

Polaris Wealth Advisory Group first reported a position in EQT in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 380 funds tracked by Wall St. Rank hold EQT as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining EQT Corp position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 130 EQT Corp shares in Q4 2018, an estimated $3K.
  • Polaris Wealth Advisory Group first reported a position in EQT Corp in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's EQT Corp position peaked at $3K in Q3 2018.
  • 380 funds tracked by Wall St. Rank held EQT Corp as of Q4 2018.

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