PWAG
IVAC

Polaris Wealth Advisory Group’s Intevac Inc IVAC Stock Holding History

Polaris Wealth Advisory Group’s Portfolio IVAC Stock Details IVAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$1K – 550
2018
Q2 		$1K Hold
100
– – ﹤0.01% 247
2018
Q1 		$1K Buy
+100
New +$658 ﹤0.01% 454

Other funds holding IVAC

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Polaris Wealth Advisory Group's IVAC Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of Intevac Inc (IVAC) in Q3 2018, closing a stake of 100 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in IVAC in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 59 funds tracked by Wall St. Rank hold IVAC as of Q3 2018.

  • Polaris Wealth Advisory Group reported no remaining Intevac Inc position as of Q3 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 100 Intevac Inc shares in Q3 2018, an estimated $1K.
  • Polaris Wealth Advisory Group first reported a position in Intevac Inc in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Intevac Inc position peaked at $1K in Q2 2018.
  • 59 funds tracked by Wall St. Rank held Intevac Inc as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.