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Polaris Wealth Advisory Group’s Quantum Corp QMCO Stock Holding History

Polaris Wealth Advisory Group’s Portfolio QMCO Stock Details QMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5
Closed -$1.08K – 158
2013
Q2 		$1.08K Buy
+5
New +$1.12K ﹤0.01% 143

Other funds holding QMCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Quantum Corp (QMCO) in Q3 2013, closing a stake of 5 shares — an estimated $1.08K sold.

Polaris Wealth Advisory Group first reported a position in QMCO in Q2 2013 and held it in 1 quarter. The position peaked at $1.08K in Q2 2013. 111 funds tracked by Wall St. Rank hold QMCO as of Q3 2013.

  • Polaris Wealth Advisory Group reported no remaining Quantum Corp position as of Q3 2013 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 5 Quantum Corp shares in Q3 2013, an estimated $1.08K.
  • Polaris Wealth Advisory Group first reported a position in Quantum Corp in Q2 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Quantum Corp position peaked at $1.08K in Q2 2013.
  • 111 funds tracked by Wall St. Rank held Quantum Corp as of Q3 2013.

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