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Polaris Wealth Advisory Group’s Super Micro Computer SMCI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-231,640
Closed -$402K – 129
2014
Q1 		$402K Buy
231,640
+23,250
+11% +$45.5K 0.09% 62
2013
Q4 		$358K Buy
+208,390
New +$315K 0.09% 62

Other funds holding SMCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Polaris Wealth Advisory Group's SMCI Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of Super Micro Computer (SMCI) in Q2 2014, closing a stake of 231,640 shares — an estimated $402K sold.

Polaris Wealth Advisory Group first reported a position in SMCI in Q4 2013 and held it in 2 quarters. The position peaked at $402K in Q1 2014. 163 funds tracked by Wall St. Rank hold SMCI as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining Super Micro Computer position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 231,640 Super Micro Computer shares in Q2 2014, an estimated $402K.
  • Polaris Wealth Advisory Group first reported a position in Super Micro Computer in Q4 2013 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Super Micro Computer position peaked at $402K in Q1 2014.
  • 163 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.