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Polaris Wealth Advisory Group’s Park Hotels & Resorts PK Stock Holding History

Polaris Wealth Advisory Group’s Portfolio PK Stock Details PK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-27
Closed -$1K – 364
2018
Q3 		$1K Hold
27
– – ﹤0.01% 500
2018
Q2 		$1K Hold
27
– – ﹤0.01% 244
2018
Q1 		$1K Buy
+27
New +$744 ﹤0.01% 452

Other funds holding PK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Park Hotels & Resorts (PK) in Q4 2018, closing a stake of 27 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in PK in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 303 funds tracked by Wall St. Rank hold PK as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Park Hotels & Resorts position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 27 Park Hotels & Resorts shares in Q4 2018, an estimated $1K.
  • Polaris Wealth Advisory Group first reported a position in Park Hotels & Resorts in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Park Hotels & Resorts position peaked at $1K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held Park Hotels & Resorts as of Q4 2018.

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