Polaris Wealth Advisory Group’s Hawaiian Holdings, Inc. HA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-800	Closed	-$32K	–	487
2018 Q3	$32K	Buy	+800	New	+$31.8K	﹤0.01%	287
2018 Q2	–	Sell	-800	Closed	-$31K	–	441
2018 Q1	$31K	Buy	+800	New	+$29.9K	﹤0.01%	263

Other funds holding HA

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Hawaiian Holdings, Inc. (HA) in Q4 2018, closing a stake of 800 shares — an estimated $32K sold.

Polaris Wealth Advisory Group first reported a position in HA in Q1 2018 and held it in 2 quarters. The position peaked at $32K in Q3 2018. 226 funds tracked by Wall St. Rank hold HA as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Hawaiian Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 800 Hawaiian Holdings, Inc. shares in Q4 2018, an estimated $32K.
Polaris Wealth Advisory Group first reported a position in Hawaiian Holdings, Inc. in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Hawaiian Holdings, Inc. position peaked at $32K in Q3 2018.
226 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q4 2018.

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