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Polaris Wealth Advisory Group’s Alpha and Omega Semiconductor AOSL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio AOSL Stock Details AOSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-35,000
Closed -$267K – 140
2013
Q2 		$267K Buy
+35,000
New +$282K 0.11% 58

Other funds holding AOSL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Polaris Wealth Advisory Group's AOSL Position: Q3 2013 in Review

Polaris Wealth Advisory Group sold out of Alpha and Omega Semiconductor (AOSL) in Q3 2013, closing a stake of 35,000 shares — an estimated $267K sold.

Polaris Wealth Advisory Group first reported a position in AOSL in Q2 2013 and held it in 1 quarter. The position peaked at $267K in Q2 2013. 63 funds tracked by Wall St. Rank hold AOSL as of Q3 2013.

  • Polaris Wealth Advisory Group reported no remaining Alpha and Omega Semiconductor position as of Q3 2013 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 35,000 Alpha and Omega Semiconductor shares in Q3 2013, an estimated $267K.
  • Polaris Wealth Advisory Group first reported a position in Alpha and Omega Semiconductor in Q2 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Alpha and Omega Semiconductor position peaked at $267K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held Alpha and Omega Semiconductor as of Q3 2013.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2013, filed 18 Oct 2013.