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Polaris Wealth Advisory Group’s Nordson NDSN Stock Holding History

Polaris Wealth Advisory Group’s Portfolio NDSN Stock Details NDSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,581
Closed -$434K – 152
2017
Q2 		$434K Buy
+3,581
New +$437K 0.05% 96

Other funds holding NDSN

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Nordson (NDSN) in Q3 2017, closing a stake of 3,581 shares — an estimated $434K sold.

Polaris Wealth Advisory Group first reported a position in NDSN in Q2 2017 and held it in 1 quarter. The position peaked at $434K in Q2 2017. 301 funds tracked by Wall St. Rank hold NDSN as of Q3 2017.

  • Polaris Wealth Advisory Group reported no remaining Nordson position as of Q3 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 3,581 Nordson shares in Q3 2017, an estimated $434K.
  • Polaris Wealth Advisory Group first reported a position in Nordson in Q2 2017 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Nordson position peaked at $434K in Q2 2017.
  • 301 funds tracked by Wall St. Rank held Nordson as of Q3 2017.

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