PWAG
PF

Polaris Wealth Advisory Group’s Pinnacle Foods, Inc. PF Stock Holding History

Polaris Wealth Advisory Group’s Portfolio PF Stock Details PF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-169,094
Closed -$7.08M – 146
2015
Q3 		$7.08M Buy
169,094
+21,316
+14% +$963K 1.45% 32
2015
Q2 		$6.73M Buy
147,778
+16,510
+13% +$698K 1.34% 21
2015
Q1 		$5.36M Buy
+131,268
New +$4.86M 0.97% 31

Other funds holding PF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Polaris Wealth Advisory Group's PF Position: Q4 2015 in Review

Polaris Wealth Advisory Group sold out of Pinnacle Foods, Inc. (PF) in Q4 2015, closing a stake of 169,094 shares — an estimated $7.08M sold.

Polaris Wealth Advisory Group first reported a position in PF in Q1 2015 and held it in 3 quarters. The position peaked at $7.08M in Q3 2015. 262 funds tracked by Wall St. Rank hold PF as of Q4 2015.

  • Polaris Wealth Advisory Group reported no remaining Pinnacle Foods, Inc. position as of Q4 2015 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 169,094 Pinnacle Foods, Inc. shares in Q4 2015, an estimated $7.08M.
  • Polaris Wealth Advisory Group first reported a position in Pinnacle Foods, Inc. in Q1 2015 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Pinnacle Foods, Inc. position peaked at $7.08M in Q3 2015.
  • 262 funds tracked by Wall St. Rank held Pinnacle Foods, Inc. as of Q4 2015.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2015, filed 12 Feb 2016.