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Polaris Wealth Advisory Group’s Fortive FTV Stock Holding History

Polaris Wealth Advisory Group’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$5K – 258
2018
Q3 		$5K Hold
100
– – ﹤0.01% 446
2018
Q2 		$5K Hold
100
– – ﹤0.01% 224
2018
Q1 		$5K Buy
+100
New +$4.76K ﹤0.01% 403

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Fortive (FTV) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Polaris Wealth Advisory Group first reported a position in FTV in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 788 funds tracked by Wall St. Rank hold FTV as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Fortive position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 100 Fortive shares in Q4 2018, an estimated $5K.
  • Polaris Wealth Advisory Group first reported a position in Fortive in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Fortive position peaked at $5K in Q3 2018.
  • 788 funds tracked by Wall St. Rank held Fortive as of Q4 2018.

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