PWAG
SKT icon

Polaris Wealth Advisory Group’s Tanger SKT Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SKT Stock Details SKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$11K – 399
2018
Q3 		$11K Hold
500
– – ﹤0.01% 401
2018
Q2 		$11K Hold
500
– – ﹤0.01% 200
2018
Q1 		$11K Buy
+500
New +$11.7K ﹤0.01% 356

Other funds holding SKT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Tanger (SKT) in Q4 2018, closing a stake of 500 shares — an estimated $11K sold.

Polaris Wealth Advisory Group first reported a position in SKT in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 290 funds tracked by Wall St. Rank hold SKT as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Tanger position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 500 Tanger shares in Q4 2018, an estimated $11K.
  • Polaris Wealth Advisory Group first reported a position in Tanger in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Tanger position peaked at $11K in Q3 2018.
  • 290 funds tracked by Wall St. Rank held Tanger as of Q4 2018.

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