Polaris Wealth Advisory Group’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio RTL Stock Details RTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,299	Closed	-$81K	–	494
2018 Q3	$81K	Buy	+5,299	New	+$83.7K	0.01%	216

Other funds holding RTL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q4 2018, closing a stake of 5,299 shares — an estimated $81K sold.

Polaris Wealth Advisory Group first reported a position in RTL in Q3 2018 and held it in 1 quarter. The position peaked at $81K in Q3 2018. 158 funds tracked by Wall St. Rank hold RTL as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 5,299 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q4 2018, an estimated $81K.
Polaris Wealth Advisory Group first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 1 quarter.
Polaris Wealth Advisory Group's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $81K in Q3 2018.
158 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q4 2018.

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