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Polaris Wealth Advisory Group’s ONE Gas OGS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-25
Closed -$2K – 347
2018
Q3 		$2K Buy
+25
New +$1.96K ﹤0.01% 485
2018
Q2 		– Sell
-25
Closed -$2K – 363
2018
Q1 		$2K Buy
+25
New +$1.68K ﹤0.01% 436

Other funds holding OGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of ONE Gas (OGS) in Q4 2018, closing a stake of 25 shares — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in OGS in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 322 funds tracked by Wall St. Rank hold OGS as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining ONE Gas position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 25 ONE Gas shares in Q4 2018, an estimated $2K.
  • Polaris Wealth Advisory Group first reported a position in ONE Gas in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's ONE Gas position peaked at $2K in Q3 2018.
  • 322 funds tracked by Wall St. Rank held ONE Gas as of Q4 2018.

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