PWAG
UTEK

Polaris Wealth Advisory Group’s Ultratech Inc. UTEK Stock Holding History

Polaris Wealth Advisory Group’s Portfolio UTEK Stock Details UTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-200
Closed -$7.34K – 171
2013
Q2 		$7.34K Buy
+200
New +$6.91K ﹤0.01% 127

Other funds holding UTEK

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Polaris Wealth Advisory Group's UTEK Position: Q3 2013 in Review

Polaris Wealth Advisory Group sold out of Ultratech Inc. (UTEK) in Q3 2013, closing a stake of 200 shares — an estimated $7.34K sold.

Polaris Wealth Advisory Group first reported a position in UTEK in Q2 2013 and held it in 1 quarter. The position peaked at $7.34K in Q2 2013. 134 funds tracked by Wall St. Rank hold UTEK as of Q3 2013.

  • Polaris Wealth Advisory Group reported no remaining Ultratech Inc. position as of Q3 2013 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 200 Ultratech Inc. shares in Q3 2013, an estimated $7.34K.
  • Polaris Wealth Advisory Group first reported a position in Ultratech Inc. in Q2 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Ultratech Inc. position peaked at $7.34K in Q2 2013.
  • 134 funds tracked by Wall St. Rank held Ultratech Inc. as of Q3 2013.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2013, filed 18 Oct 2013.