PWAG
COV

Polaris Wealth Advisory Group’s COVIDIEN PLC COM SHS NEW (IRELAND) COV Stock Holding History

Polaris Wealth Advisory Group’s Portfolio COV Stock Details COV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-262
Closed -$19K – 171
2014
Q1 		$19K Hold
262
– – ﹤0.01% 117
2013
Q4 		$18K Hold
262
– – ﹤0.01% 127
2013
Q3 		$16K Sell
262
-34
-11% -$2.08K 0.01% 109
2013
Q2 		$16.5K Buy
+296
New +$17.1K 0.01% 114

Other funds holding COV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Polaris Wealth Advisory Group's COV Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of COVIDIEN PLC COM SHS NEW (IRELAND) (COV) in Q2 2014, closing a stake of 262 shares — an estimated $19K sold.

Polaris Wealth Advisory Group first reported a position in COV in Q2 2013 and held it in 4 quarters. The position peaked at $19K in Q1 2014. 804 funds tracked by Wall St. Rank hold COV as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining COVIDIEN PLC COM SHS NEW (IRELAND) position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 262 COVIDIEN PLC COM SHS NEW (IRELAND) shares in Q2 2014, an estimated $19K.
  • Polaris Wealth Advisory Group first reported a position in COVIDIEN PLC COM SHS NEW (IRELAND) in Q2 2013 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's COVIDIEN PLC COM SHS NEW (IRELAND) position peaked at $19K in Q1 2014.
  • 804 funds tracked by Wall St. Rank held COVIDIEN PLC COM SHS NEW (IRELAND) as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.