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Polaris Wealth Advisory Group’s Magna International MGA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-300
Closed -$16K – 324
2018
Q3 		$16K Buy
+300
New +$16.8K ﹤0.01% 344
2018
Q2 		– Sell
-300
Closed -$17K – 351
2018
Q1 		$17K Buy
+300
New +$16.8K ﹤0.01% 309

Other funds holding MGA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Magna International (MGA) in Q4 2018, closing a stake of 300 shares — an estimated $16K sold.

Polaris Wealth Advisory Group first reported a position in MGA in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 415 funds tracked by Wall St. Rank hold MGA as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Magna International position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 300 Magna International shares in Q4 2018, an estimated $16K.
  • Polaris Wealth Advisory Group first reported a position in Magna International in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Magna International position peaked at $17K in Q1 2018.
  • 415 funds tracked by Wall St. Rank held Magna International as of Q4 2018.

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