PWAG
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Polaris Wealth Advisory Group’s Plug Power PLUG Stock Holding History

Polaris Wealth Advisory Group’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-22
Closed – – 365
2018
Q3 		$0 Buy
+22
New +$43 ﹤0.01% 532
2018
Q2 		– Sell
-22
Closed – – 378
2018
Q1 		$0 Buy
+22
New +$44 ﹤0.01% 466

Other funds holding PLUG

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
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Plug Power (PLUG) in Q4 2018, closing a stake of 22 shares.

Polaris Wealth Advisory Group first reported a position in PLUG in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 157 funds tracked by Wall St. Rank hold PLUG as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Plug Power position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 22 Plug Power shares in Q4 2018.
  • Polaris Wealth Advisory Group first reported a position in Plug Power in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Plug Power position peaked at $0 in Q3 2018.
  • 157 funds tracked by Wall St. Rank held Plug Power as of Q4 2018.

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