PWAG
SCCO icon

Polaris Wealth Advisory Group’s Southern Copper SCCO Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-254
Closed -$10K – 387
2018
Q3 		$10K Buy
+254
New +$10.3K ﹤0.01% 407
2018
Q2 		– Sell
-254
Closed -$13K – 393
2018
Q1 		$13K Buy
+254
New +$11.9K ﹤0.01% 337

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Polaris Wealth Advisory Group sold out of Southern Copper (SCCO) in Q4 2018, closing a stake of 254 shares — an estimated $10K sold.

Polaris Wealth Advisory Group first reported a position in SCCO in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 297 funds tracked by Wall St. Rank hold SCCO as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Southern Copper position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 254 Southern Copper shares in Q4 2018, an estimated $10K.
  • Polaris Wealth Advisory Group first reported a position in Southern Copper in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Southern Copper position peaked at $13K in Q1 2018.
  • 297 funds tracked by Wall St. Rank held Southern Copper as of Q4 2018.

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