Aris Wealth Services’s Apple AAPL Stock Holding History

Aris Wealth Services’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$183K	Sell	6,644 -46,004	-87%	-$1.35M	0.38%	42
2015 Q2	$1.65M	Buy	52,648 +3,856	+8%	+$123K	1.51%	11
2015 Q1	$1.52M	Buy	48,792 +1,508	+3%	+$45.5K	1.42%	10
2014 Q4	$1.3M	Buy	47,284 +280	+0.6%	+$7.62K	1.45%	14
2014 Q3	$1.18M	Buy	47,004 +980	+2%	+$24.1K	1.47%	11
2014 Q2	$1.07M	Buy	46,024 +3,268	+8%	+$69.5K	1.4%	14
2014 Q1	$820K	Sell	42,756 -1,988	-4%	-$37.8K	1.2%	15
2013 Q4	$897K	Buy	44,744 +224	+0.5%	+$4.23K	1.51%	9
2013 Q3	$758K	Buy	44,520 +10,724	+32%	+$178K	1.39%	11
2013 Q2	$479K	Buy	+33,796	New	+$520K	1.02%	25

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Aris Wealth Services's AAPL Position: Q3 2015 in Review

Aris Wealth Services reduced its Apple (AAPL) stake by 87% in Q3 2015, selling an estimated $1.35M and leaving 6,644 shares worth $183K. The position accounts for 0.38% of the portfolio, ranked #42.

Aris Wealth Services first reported a position in AAPL in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.65M in Q2 2015. 2,305 funds tracked by Wall St. Rank hold AAPL as of Q3 2015.

Aris Wealth Services held 6,644 shares of Apple worth $183K as of Q3 2015.
Aris Wealth Services sold 46,004 Apple shares in Q3 2015, an estimated $1.35M.
Apple made up 0.38% of Aris Wealth Services's portfolio in Q3 2015, its #42 holding.
Aris Wealth Services first reported a position in Apple in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Apple position peaked at $1.65M in Q2 2015.
2,305 funds tracked by Wall St. Rank held Apple as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.