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Polaris Wealth Advisory Group’s PLDT PHI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$1K – 361
2018
Q3 		$1K Buy
+50
New +$1.28K ﹤0.01% 499
2018
Q2 		– Sell
-100
Closed -$3K – 375
2018
Q1 		$3K Buy
+100
New +$2.92K ﹤0.01% 424

Other funds holding PHI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of PLDT (PHI) in Q4 2018, closing a stake of 50 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in PHI in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 70 funds tracked by Wall St. Rank hold PHI as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining PLDT position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 50 PLDT shares in Q4 2018, an estimated $1K.
  • Polaris Wealth Advisory Group first reported a position in PLDT in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's PLDT position peaked at $3K in Q1 2018.
  • 70 funds tracked by Wall St. Rank held PLDT as of Q4 2018.

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