PWAG
SZYM

Polaris Wealth Advisory Group’s SOLAZYME INC COM STK (DE) SZYM Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SZYM Stock Details SZYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-500
Closed -$6K – 166
2014
Q1 		$6K Buy
+500
New +$5.88K ﹤0.01% 147

Other funds holding SZYM

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 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 $2.9T AUM 29.55% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of SOLAZYME INC COM STK (DE) (SZYM) in Q2 2014, closing a stake of 500 shares — an estimated $6K sold.

Polaris Wealth Advisory Group first reported a position in SZYM in Q1 2014 and held it in 1 quarter. The position peaked at $6K in Q1 2014. 124 funds tracked by Wall St. Rank hold SZYM as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining SOLAZYME INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 500 SOLAZYME INC COM STK (DE) shares in Q2 2014, an estimated $6K.
  • Polaris Wealth Advisory Group first reported a position in SOLAZYME INC COM STK (DE) in Q1 2014 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's SOLAZYME INC COM STK (DE) position peaked at $6K in Q1 2014.
  • 124 funds tracked by Wall St. Rank held SOLAZYME INC COM STK (DE) as of Q2 2014.

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