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Polaris Wealth Advisory Group’s Hilton Worldwide HLT Stock Holding History

Polaris Wealth Advisory Group’s Portfolio HLT Stock Details HLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-40
Closed -$3K – 278
2018
Q3 		$3K Hold
40
– – ﹤0.01% 472
2018
Q2 		$3K Hold
40
– – ﹤0.01% 234
2018
Q1 		$3K Buy
+40
New +$3.29K ﹤0.01% 423

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Hilton Worldwide (HLT) in Q4 2018, closing a stake of 40 shares — an estimated $3K sold.

Polaris Wealth Advisory Group first reported a position in HLT in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 476 funds tracked by Wall St. Rank hold HLT as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Hilton Worldwide position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 40 Hilton Worldwide shares in Q4 2018, an estimated $3K.
  • Polaris Wealth Advisory Group first reported a position in Hilton Worldwide in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Hilton Worldwide position peaked at $3K in Q3 2018.
  • 476 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2018.

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