Polaris Wealth Advisory Group’s Microchip Technology MCHP Stock Holding History

Polaris Wealth Advisory Group’s Portfolio MCHP Stock Details MCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-491,478	Closed	-$19.4M	–	319
2018 Q3	$19.4M	Buy	491,478 +23,208	+5%	+$1.03M	1.34%	37
2018 Q2	$21.4M	Sell	468,270 -636	-0.1%	-$29.5K	1.81%	25
2018 Q1	$21.4M	Buy	468,906 +22,206	+5%	+$1.02M	1.75%	25
2017 Q4	$19.6M	Buy	446,700 +18,346	+4%	+$830K	1.61%	26
2017 Q3	$19.2M	Buy	+428,354	New	+$18M	1.69%	25

Other funds holding MCHP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Microchip Technology (MCHP) in Q4 2018, closing a stake of 491,478 shares — an estimated $19.4M sold.

Polaris Wealth Advisory Group first reported a position in MCHP in Q3 2017 and held it in 5 quarters. The position peaked at $21.4M in Q1 2018. 758 funds tracked by Wall St. Rank hold MCHP as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Microchip Technology position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 491,478 Microchip Technology shares in Q4 2018, an estimated $19.4M.
Polaris Wealth Advisory Group first reported a position in Microchip Technology in Q3 2017 and held it in 5 quarters.
Polaris Wealth Advisory Group's Microchip Technology position peaked at $21.4M in Q1 2018.
758 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2018.

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