PWAG
LLL

Polaris Wealth Advisory Group’s L3 Technologies, Inc. LLL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio LLL Stock Details LLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-120
Closed -$26K – 513
2018
Q3 		$26K Buy
+120
New +$25K ﹤0.01% 304
2018
Q2 		– Sell
-120
Closed -$25K – 458
2018
Q1 		$25K Buy
+120
New +$24.9K ﹤0.01% 279

Other funds holding LLL

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of L3 Technologies, Inc. (LLL) in Q4 2018, closing a stake of 120 shares — an estimated $26K sold.

Polaris Wealth Advisory Group first reported a position in LLL in Q1 2018 and held it in 2 quarters. The position peaked at $26K in Q3 2018. 569 funds tracked by Wall St. Rank hold LLL as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining L3 Technologies, Inc. position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 120 L3 Technologies, Inc. shares in Q4 2018, an estimated $26K.
  • Polaris Wealth Advisory Group first reported a position in L3 Technologies, Inc. in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's L3 Technologies, Inc. position peaked at $26K in Q3 2018.
  • 569 funds tracked by Wall St. Rank held L3 Technologies, Inc. as of Q4 2018.

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