Polaris Wealth Advisory Group’s HP HPQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-764	Closed	-$20K	–	281
2018 Q3	$20K	Buy	764 +118	+18%	+$2.85K	﹤0.01%	328
2018 Q2	$14K	Hold	646	–	–	﹤0.01%	186
2018 Q1	$14K	Buy	+646	New	+$14.6K	﹤0.01%	326
2015 Q1	–	Sell	-208,122	Closed	-$3.79M	–	83
2014 Q4	$3.79M	Buy	208,122 +19,994	+11%	+$335K	0.78%	26
2014 Q3	$3.03M	Buy	+188,128	New	+$3.05M	0.68%	30

Other funds holding HPQ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of HP (HPQ) in Q4 2018, closing a stake of 764 shares — an estimated $20K sold.

Polaris Wealth Advisory Group first reported a position in HPQ in Q3 2014 and held it in 5 quarters. The position peaked at $3.79M in Q4 2014. 999 funds tracked by Wall St. Rank hold HPQ as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining HP position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 764 HP shares in Q4 2018, an estimated $20K.
Polaris Wealth Advisory Group first reported a position in HP in Q3 2014 and held it in 5 quarters.
Polaris Wealth Advisory Group's HP position peaked at $3.79M in Q4 2014.
999 funds tracked by Wall St. Rank held HP as of Q4 2018.

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