PWAG
URS

Polaris Wealth Advisory Group’s URS CORP URS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio URS Stock Details URS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-29,311
Closed -$1.55M – 217
2013
Q4 		$1.55M Buy
29,311
+4,281
+17% +$225K 0.38% 49
2013
Q3 		$1.35M Buy
+25,030
New +$1.24M 0.42% 31

Other funds holding URS

JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polaris Wealth Advisory Group's URS Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of URS CORP (URS) in Q1 2014, closing a stake of 29,311 shares — an estimated $1.55M sold.

Polaris Wealth Advisory Group first reported a position in URS in Q3 2013 and held it in 2 quarters. The position peaked at $1.55M in Q4 2013. 292 funds tracked by Wall St. Rank hold URS as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining URS CORP position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 29,311 URS CORP shares in Q1 2014, an estimated $1.55M.
  • Polaris Wealth Advisory Group first reported a position in URS CORP in Q3 2013 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's URS CORP position peaked at $1.55M in Q4 2013.
  • 292 funds tracked by Wall St. Rank held URS CORP as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.