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Polaris Wealth Advisory Group’s Wabtec WAB Stock Holding History

Polaris Wealth Advisory Group’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-17,053
Closed -$1.56M – 158
2017
Q2 		$1.56M Buy
17,053
+1,712
+11% +$143K 0.18% 60
2017
Q1 		$1.2M Buy
15,341
+543
+4% +$44.8K 0.13% 71
2016
Q4 		$1.23M Buy
14,798
+290
+2% +$23.9K 0.14% 66
2016
Q3 		$1.19M Buy
14,508
+986
+7% +$72.4K 0.14% 61
2016
Q2 		$950K Buy
+13,522
New +$1.05M 0.15% 53

Other funds holding WAB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polaris Wealth Advisory Group's WAB Position: Q3 2017 in Review

Polaris Wealth Advisory Group sold out of Wabtec (WAB) in Q3 2017, closing a stake of 17,053 shares — an estimated $1.56M sold.

Polaris Wealth Advisory Group first reported a position in WAB in Q2 2016 and held it in 5 quarters. The position peaked at $1.56M in Q2 2017. 402 funds tracked by Wall St. Rank hold WAB as of Q3 2017.

  • Polaris Wealth Advisory Group reported no remaining Wabtec position as of Q3 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 17,053 Wabtec shares in Q3 2017, an estimated $1.56M.
  • Polaris Wealth Advisory Group first reported a position in Wabtec in Q2 2016 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's Wabtec position peaked at $1.56M in Q2 2017.
  • 402 funds tracked by Wall St. Rank held Wabtec as of Q3 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2017, filed 1 Nov 2017.