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Polaris Wealth Advisory Group’s FMC FMC Stock Holding History

Polaris Wealth Advisory Group’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,997
Closed -$492K – 462
2017
Q4 		$492K Buy
5,997
+333
+6% +$26.8K 0.04% 106
2017
Q3 		$439K Sell
5,664
-1,754
-24% -$126K 0.04% 107
2017
Q2 		$470K Sell
7,418
-1,219
-14% -$78.5K 0.05% 94
2017
Q1 		$521K Buy
8,637
+203
+2% +$10.5K 0.06% 84
2016
Q4 		$414K Buy
+8,434
New +$385K 0.05% 86

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's FMC Position: Q1 2018 in Review

Polaris Wealth Advisory Group sold out of FMC (FMC) in Q1 2018, closing a stake of 5,997 shares — an estimated $492K sold.

Polaris Wealth Advisory Group first reported a position in FMC in Q4 2016 and held it in 5 quarters. The position peaked at $521K in Q1 2017. 542 funds tracked by Wall St. Rank hold FMC as of Q1 2018.

  • Polaris Wealth Advisory Group reported no remaining FMC position as of Q1 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 5,997 FMC shares in Q1 2018, an estimated $492K.
  • Polaris Wealth Advisory Group first reported a position in FMC in Q4 2016 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's FMC position peaked at $521K in Q1 2017.
  • 542 funds tracked by Wall St. Rank held FMC as of Q1 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2018, filed 9 Apr 2018.