Polaris Wealth Advisory Group’s Polar Power POLA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio POLA Stock Details POLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-71	Closed	-$2K	–	533
2018 Q2	$2K	Hold	71	–	–	﹤0.01%	239
2018 Q1	$2K	Buy	+71	New	+$2.3K	﹤0.01%	437

Other funds holding POLA

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

MCC

Malaga Cove Capital Pv Estates, California $278M AUM 26.1% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

QCMC

Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return

Polaris Wealth Advisory Group's POLA Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of Polar Power (POLA) in Q3 2018, closing a stake of 71 shares — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in POLA in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 16 funds tracked by Wall St. Rank hold POLA as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining Polar Power position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 71 Polar Power shares in Q3 2018, an estimated $2K.
Polaris Wealth Advisory Group first reported a position in Polar Power in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Polar Power position peaked at $2K in Q2 2018.
16 funds tracked by Wall St. Rank held Polar Power as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.