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Polaris Wealth Advisory Group’s Host Hotels & Resorts HST Stock Holding History

Polaris Wealth Advisory Group’s Portfolio HST Stock Details HST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,004,787
Closed -$18.9M – 112
2016
Q4 		$18.9M Buy
1,004,787
+3,756
+0.4% +$63.4K 2.19% 13
2016
Q3 		$15.6M Buy
+1,001,031
New +$17.2M 1.86% 25

Other funds holding HST

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Polaris Wealth Advisory Group's HST Position: Q1 2017 in Review

Polaris Wealth Advisory Group sold out of Host Hotels & Resorts (HST) in Q1 2017, closing a stake of 1,004,787 shares — an estimated $18.9M sold.

Polaris Wealth Advisory Group first reported a position in HST in Q3 2016 and held it in 2 quarters. The position peaked at $18.9M in Q4 2016. 485 funds tracked by Wall St. Rank hold HST as of Q1 2017.

  • Polaris Wealth Advisory Group reported no remaining Host Hotels & Resorts position as of Q1 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,004,787 Host Hotels & Resorts shares in Q1 2017, an estimated $18.9M.
  • Polaris Wealth Advisory Group first reported a position in Host Hotels & Resorts in Q3 2016 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Host Hotels & Resorts position peaked at $18.9M in Q4 2016.
  • 485 funds tracked by Wall St. Rank held Host Hotels & Resorts as of Q1 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2017, filed 26 Apr 2017.