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Polaris Wealth Advisory Group’s Loews L Stock Holding History

Polaris Wealth Advisory Group’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-318,516
Closed -$14.9M – 151
2017
Q2 		$14.9M Buy
318,516
+5,674
+2% +$266K 1.7% 29
2017
Q1 		$14.6M Buy
312,842
+176,260
+129% +$8.24M 1.6% 31
2016
Q4 		$6.4M Buy
+136,582
New +$5.99M 0.74% 52

Other funds holding L

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Polaris Wealth Advisory Group's L Position: Q3 2017 in Review

Polaris Wealth Advisory Group sold out of Loews (L) in Q3 2017, closing a stake of 318,516 shares — an estimated $14.9M sold.

Polaris Wealth Advisory Group first reported a position in L in Q4 2016 and held it in 3 quarters. The position peaked at $14.9M in Q2 2017. 469 funds tracked by Wall St. Rank hold L as of Q3 2017.

  • Polaris Wealth Advisory Group reported no remaining Loews position as of Q3 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 318,516 Loews shares in Q3 2017, an estimated $14.9M.
  • Polaris Wealth Advisory Group first reported a position in Loews in Q4 2016 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Loews position peaked at $14.9M in Q2 2017.
  • 469 funds tracked by Wall St. Rank held Loews as of Q3 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2017, filed 1 Nov 2017.