Polaris Wealth Advisory Group’s Realty Income O Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-526	Closed	-$29K	–	345
2018 Q3	$29K	Buy	526 +320	+155%	+$17.6K	﹤0.01%	297
2018 Q2	$10K	Sell	206 -320	-61%	-$16.2K	﹤0.01%	204
2018 Q1	$26K	Buy	+526	New	+$26.2K	﹤0.01%	276
2016 Q1	–	Sell	-9,224	Closed	-$461K	–	135
2015 Q4	$461K	Buy	+9,224	New	+$441K	0.07%	85

Other funds holding O

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Realty Income (O) in Q4 2018, closing a stake of 526 shares — an estimated $29K sold.

Polaris Wealth Advisory Group first reported a position in O in Q4 2015 and held it in 4 quarters. The position peaked at $461K in Q4 2015. 745 funds tracked by Wall St. Rank hold O as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Realty Income position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 526 Realty Income shares in Q4 2018, an estimated $29K.
Polaris Wealth Advisory Group first reported a position in Realty Income in Q4 2015 and held it in 4 quarters.
Polaris Wealth Advisory Group's Realty Income position peaked at $461K in Q4 2015.
745 funds tracked by Wall St. Rank held Realty Income as of Q4 2018.

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