Polaris Wealth Advisory Group’s PPG Industries PPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-29,536	Closed	-$3.3M	–	534
2018 Q2	$3.3M	Hold	29,536	–	–	0.28%	62
2018 Q1	$3.3M	Buy	29,536 +7,787	+36%	+$899K	0.27%	63
2017 Q4	$2.54M	Buy	21,749 +3,843	+21%	+$443K	0.21%	66
2017 Q3	$1.95M	Buy	17,906 +4,098	+30%	+$436K	0.17%	71
2017 Q2	$1.52M	Buy	+13,808	New	+$1.49M	0.17%	62

Other funds holding PPG

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of PPG Industries (PPG) in Q3 2018, closing a stake of 29,536 shares — an estimated $3.3M sold.

Polaris Wealth Advisory Group first reported a position in PPG in Q2 2017 and held it in 5 quarters. The position peaked at $3.3M in Q2 2018. 832 funds tracked by Wall St. Rank hold PPG as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining PPG Industries position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 29,536 PPG Industries shares in Q3 2018, an estimated $3.3M.
Polaris Wealth Advisory Group first reported a position in PPG Industries in Q2 2017 and held it in 5 quarters.
Polaris Wealth Advisory Group's PPG Industries position peaked at $3.3M in Q2 2018.
832 funds tracked by Wall St. Rank held PPG Industries as of Q3 2018.

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