PWAG
RAD

Polaris Wealth Advisory Group’s Rite Aid Corporation RAD Stock Holding History

Polaris Wealth Advisory Group’s Portfolio RAD Stock Details RAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10
Closed – – 551
2018
Q2 		$0 Sell
10
-125
-93% -$4.24K ﹤0.01% 447
2018
Q1 		$5K Buy
+135
New +$5.34K ﹤0.01% 411

Other funds holding RAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Rite Aid Corporation (RAD) in Q3 2018, closing a stake of 10 shares.

Polaris Wealth Advisory Group first reported a position in RAD in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 321 funds tracked by Wall St. Rank hold RAD as of Q3 2018.

  • Polaris Wealth Advisory Group reported no remaining Rite Aid Corporation position as of Q3 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 10 Rite Aid Corporation shares in Q3 2018.
  • Polaris Wealth Advisory Group first reported a position in Rite Aid Corporation in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Rite Aid Corporation position peaked at $5K in Q1 2018.
  • 321 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q3 2018.

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