PWAG
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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 $5.7T AUM 30.48% 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 $12.5B AUM 31.7% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return