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Polaris Wealth Advisory Group’s Ryder R Stock Holding History

Polaris Wealth Advisory Group’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-30
Closed -$2K – 375
2018
Q3 		$2K Buy
+30
New +$2.29K ﹤0.01% 486
2018
Q2 		– Sell
-30
Closed -$2K – 386
2018
Q1 		$2K Buy
+30
New +$2.42K ﹤0.01% 438

Other funds holding R

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Ryder (R) in Q4 2018, closing a stake of 30 shares — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in R in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 298 funds tracked by Wall St. Rank hold R as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Ryder position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 30 Ryder shares in Q4 2018, an estimated $2K.
  • Polaris Wealth Advisory Group first reported a position in Ryder in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Ryder position peaked at $2K in Q3 2018.
  • 298 funds tracked by Wall St. Rank held Ryder as of Q4 2018.

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