AWM
RHT

Aries Wealth Management’s Red Hat Inc RHT Stock Holding History

Aries Wealth Management’s Portfolio RHT Stock Details RHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,415
Closed -$200K – 142
2018
Q2 		$200K Sell
1,415
-250
-15% -$40.3K 0.18% 128
2018
Q1 		$261K Hold
1,665
– – 0.25% 100
2017
Q4 		$210K Buy
+1,665
New +$204K 0.19% 119

Other funds holding RHT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aries Wealth Management's RHT Position: Q3 2018 in Review

Aries Wealth Management sold out of Red Hat Inc (RHT) in Q3 2018, closing a stake of 1,415 shares — an estimated $200K sold.

Aries Wealth Management first reported a position in RHT in Q4 2017 and held it in 3 quarters. The position peaked at $261K in Q1 2018. 640 funds tracked by Wall St. Rank hold RHT as of Q3 2018.

  • Aries Wealth Management reported no remaining Red Hat Inc position as of Q3 2018 after selling out during the quarter.
  • Aries Wealth Management sold 1,415 Red Hat Inc shares in Q3 2018, an estimated $200K.
  • Aries Wealth Management first reported a position in Red Hat Inc in Q4 2017 and held it in 3 quarters.
  • Aries Wealth Management's Red Hat Inc position peaked at $261K in Q1 2018.
  • 640 funds tracked by Wall St. Rank held Red Hat Inc as of Q3 2018.

Based on Aries Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.