PWAG
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Polaris Wealth Advisory Group’s RELX RELX Stock Holding History

Polaris Wealth Advisory Group’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-41,573
Closed -$797K – 123
2016
Q3 		$797K Buy
41,573
+3,894
+10% +$74.3K 0.1% 74
2016
Q2 		$705K Buy
+37,679
New +$689K 0.11% 60

Other funds holding RELX

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Polaris Wealth Advisory Group's RELX Position: Q4 2016 in Review

Polaris Wealth Advisory Group sold out of RELX (RELX) in Q4 2016, closing a stake of 41,573 shares — an estimated $797K sold.

Polaris Wealth Advisory Group first reported a position in RELX in Q2 2016 and held it in 2 quarters. The position peaked at $797K in Q3 2016. 114 funds tracked by Wall St. Rank hold RELX as of Q4 2016.

  • Polaris Wealth Advisory Group reported no remaining RELX position as of Q4 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 41,573 RELX shares in Q4 2016, an estimated $797K.
  • Polaris Wealth Advisory Group first reported a position in RELX in Q2 2016 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's RELX position peaked at $797K in Q3 2016.
  • 114 funds tracked by Wall St. Rank held RELX as of Q4 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2016, filed 19 Jan 2017.