PWAG
RAS

Polaris Wealth Advisory Group’s RAIT Financial Trust RAS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio RAS Stock Details RAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-12,500
Closed -$40K – 139
2017
Q1 		$40K Hold
12,500
– – ﹤0.01% 105
2016
Q4 		$42K Hold
12,500
– – ﹤0.01% 113
2016
Q3 		$42K Hold
12,500
– – 0.01% 109
2016
Q2 		$39K Buy
+12,500
New +$38.2K 0.01% 103

Other funds holding RAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Polaris Wealth Advisory Group's RAS Position: Q2 2017 in Review

Polaris Wealth Advisory Group sold out of RAIT Financial Trust (RAS) in Q2 2017, closing a stake of 12,500 shares — an estimated $40K sold.

Polaris Wealth Advisory Group first reported a position in RAS in Q2 2016 and held it in 4 quarters. The position peaked at $42K in Q4 2016. 114 funds tracked by Wall St. Rank hold RAS as of Q2 2017.

  • Polaris Wealth Advisory Group reported no remaining RAIT Financial Trust position as of Q2 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 12,500 RAIT Financial Trust shares in Q2 2017, an estimated $40K.
  • Polaris Wealth Advisory Group first reported a position in RAIT Financial Trust in Q2 2016 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's RAIT Financial Trust position peaked at $42K in Q4 2016.
  • 114 funds tracked by Wall St. Rank held RAIT Financial Trust as of Q2 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2017, filed 9 Aug 2017.