PWAG
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Polaris Wealth Advisory Group’s Howmet Aerospace HWM Stock Holding History

Polaris Wealth Advisory Group’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-44
Closed -$1K – 283
2018
Q3 		$1K Buy
+44
New +$700 ﹤0.01% 497

Other funds holding HWM

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Howmet Aerospace (HWM) in Q4 2018, closing a stake of 44 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in HWM in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 518 funds tracked by Wall St. Rank hold HWM as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Howmet Aerospace position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 44 Howmet Aerospace shares in Q4 2018, an estimated $1K.
  • Polaris Wealth Advisory Group first reported a position in Howmet Aerospace in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Howmet Aerospace position peaked at $1K in Q3 2018.
  • 518 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2018.

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