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Polaris Wealth Advisory Group’s Toro Company TTC Stock Holding History

Polaris Wealth Advisory Group’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-435
Closed -$26K – 431
2018
Q3 		$26K Buy
+435
New +$26.4K ﹤0.01% 303

Other funds holding TTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Toro Company (TTC) in Q4 2018, closing a stake of 435 shares — an estimated $26K sold.

Polaris Wealth Advisory Group first reported a position in TTC in Q3 2018 and held it in 1 quarter. The position peaked at $26K in Q3 2018. 350 funds tracked by Wall St. Rank hold TTC as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Toro Company position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 435 Toro Company shares in Q4 2018, an estimated $26K.
  • Polaris Wealth Advisory Group first reported a position in Toro Company in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Toro Company position peaked at $26K in Q3 2018.
  • 350 funds tracked by Wall St. Rank held Toro Company as of Q4 2018.

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