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Polaris Wealth Advisory Group’s Infinera Corporation Common Stock INFN Stock Holding History

Polaris Wealth Advisory Group’s Portfolio INFN Stock Details INFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$4K – 485
2018
Q3 		$4K Buy
+500
New +$4.25K ﹤0.01% 464

Other funds holding INFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Infinera Corporation Common Stock (INFN) in Q4 2018, closing a stake of 500 shares — an estimated $4K sold.

Polaris Wealth Advisory Group first reported a position in INFN in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 149 funds tracked by Wall St. Rank hold INFN as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Infinera Corporation Common Stock position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 500 Infinera Corporation Common Stock shares in Q4 2018, an estimated $4K.
  • Polaris Wealth Advisory Group first reported a position in Infinera Corporation Common Stock in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Infinera Corporation Common Stock position peaked at $4K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held Infinera Corporation Common Stock as of Q4 2018.

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