Polaris Wealth Advisory Group’s L3Harris LHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-24,164	Closed	-$3.25M	–	160
2018 Q4	$3.25M	Sell	24,164 -578	-2%	-$87.3K	0.31%	60
2018 Q3	$4.19M	Buy	24,742 +3,290	+15%	+$524K	0.29%	68
2018 Q2	$3.46M	Hold	21,452	–	–	0.29%	59
2018 Q1	$3.46M	Buy	21,452 +5,790	+37%	+$884K	0.28%	60
2017 Q4	$2.22M	Buy	15,662 +2,605	+20%	+$364K	0.18%	71
2017 Q3	$1.72M	Buy	+13,057	New	+$1.57M	0.15%	75

Other funds holding LHX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Polaris Wealth Advisory Group's LHX Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of L3Harris (LHX) in Q1 2019, closing a stake of 24,164 shares — an estimated $3.25M sold.

Polaris Wealth Advisory Group first reported a position in LHX in Q3 2017 and held it in 6 quarters. The position peaked at $4.19M in Q3 2018. 731 funds tracked by Wall St. Rank hold LHX as of Q1 2019.

Polaris Wealth Advisory Group reported no remaining L3Harris position as of Q1 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 24,164 L3Harris shares in Q1 2019, an estimated $3.25M.
Polaris Wealth Advisory Group first reported a position in L3Harris in Q3 2017 and held it in 6 quarters.
Polaris Wealth Advisory Group's L3Harris position peaked at $4.19M in Q3 2018.
731 funds tracked by Wall St. Rank held L3Harris as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.