PWAG
RIG icon

Polaris Wealth Advisory Group’s Transocean RIG Stock Holding History

Polaris Wealth Advisory Group’s Portfolio RIG Stock Details RIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-14,813
Closed -$218K – 120
2016
Q4 		$218K Hold
14,813
– – 0.03% 104
2016
Q3 		$158K Hold
14,813
– – 0.02% 105
2016
Q2 		$176K Buy
+14,813
New +$152K 0.03% 95
2014
Q2 		– Sell
-17
Closed -$1K – 126
2014
Q1 		$1K Hold
17
– – ﹤0.01% 154
2013
Q4 		$1K Buy
+17
New +$832 ﹤0.01% 178

Other funds holding RIG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Polaris Wealth Advisory Group's RIG Position: Q1 2017 in Review

Polaris Wealth Advisory Group sold out of Transocean (RIG) in Q1 2017, closing a stake of 14,813 shares — an estimated $218K sold.

Polaris Wealth Advisory Group first reported a position in RIG in Q4 2013 and held it in 5 quarters. The position peaked at $218K in Q4 2016. 435 funds tracked by Wall St. Rank hold RIG as of Q1 2017.

  • Polaris Wealth Advisory Group reported no remaining Transocean position as of Q1 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 14,813 Transocean shares in Q1 2017, an estimated $218K.
  • Polaris Wealth Advisory Group first reported a position in Transocean in Q4 2013 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's Transocean position peaked at $218K in Q4 2016.
  • 435 funds tracked by Wall St. Rank held Transocean as of Q1 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2017, filed 26 Apr 2017.