PWAG
STJ

Polaris Wealth Advisory Group’s St Jude Medical STJ Stock Holding History

Polaris Wealth Advisory Group’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-39,690
Closed -$2.75M – 84
2014
Q2 		$2.75M Buy
39,690
+2,780
+8% +$180K 0.61% 26
2014
Q1 		$2.41M Buy
+36,910
New +$2.4M 0.57% 29

Other funds holding STJ

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polaris Wealth Advisory Group's STJ Position: Q3 2014 in Review

Polaris Wealth Advisory Group sold out of St Jude Medical (STJ) in Q3 2014, closing a stake of 39,690 shares — an estimated $2.75M sold.

Polaris Wealth Advisory Group first reported a position in STJ in Q1 2014 and held it in 2 quarters. The position peaked at $2.75M in Q2 2014. 563 funds tracked by Wall St. Rank hold STJ as of Q3 2014.

  • Polaris Wealth Advisory Group reported no remaining St Jude Medical position as of Q3 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 39,690 St Jude Medical shares in Q3 2014, an estimated $2.75M.
  • Polaris Wealth Advisory Group first reported a position in St Jude Medical in Q1 2014 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's St Jude Medical position peaked at $2.75M in Q2 2014.
  • 563 funds tracked by Wall St. Rank held St Jude Medical as of Q3 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2014, filed 30 Oct 2014.