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Polaris Wealth Advisory Group’s Rio Tinto RIO Stock Holding History

Polaris Wealth Advisory Group’s Portfolio RIO Stock Details RIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-177
Closed -$9K – 379
2018
Q3 		$9K Buy
+177
New +$9.02K ﹤0.01% 412

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State Farm Mutual Automobile Insurance
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Rio Tinto (RIO) in Q4 2018, closing a stake of 177 shares — an estimated $9K sold.

Polaris Wealth Advisory Group first reported a position in RIO in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 389 funds tracked by Wall St. Rank hold RIO as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Rio Tinto position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 177 Rio Tinto shares in Q4 2018, an estimated $9K.
  • Polaris Wealth Advisory Group first reported a position in Rio Tinto in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Rio Tinto position peaked at $9K in Q3 2018.
  • 389 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2018.

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