PWAG
PGRE

Polaris Wealth Advisory Group’s Paramount Group PGRE Stock Holding History

Polaris Wealth Advisory Group’s Portfolio PGRE Stock Details PGRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-536
Closed -$8K – 359
2018
Q3 		$8K Buy
+536
New +$8.31K ﹤0.01% 420

Other funds holding PGRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Paramount Group (PGRE) in Q4 2018, closing a stake of 536 shares — an estimated $8K sold.

Polaris Wealth Advisory Group first reported a position in PGRE in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 167 funds tracked by Wall St. Rank hold PGRE as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Paramount Group position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 536 Paramount Group shares in Q4 2018, an estimated $8K.
  • Polaris Wealth Advisory Group first reported a position in Paramount Group in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Paramount Group position peaked at $8K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Paramount Group as of Q4 2018.

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