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Aris Wealth Services’s Asbury Automotive ABG Stock Holding History

Aris Wealth Services’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-689
Closed -$62K – 372
2015
Q2 		$62K Buy
689
+5
+0.7% +$434 0.06% 177
2015
Q1 		$57K Buy
+684
New +$52.8K 0.05% 194

Other funds holding ABG

LCM
LionEye Capital Management New York $57.4M AUM 28.02% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TCP
Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Aris Wealth Services sold out of Asbury Automotive (ABG) in Q3 2015, closing a stake of 689 shares — an estimated $62K sold.

Aris Wealth Services first reported a position in ABG in Q1 2015 and held it in 2 quarters. The position peaked at $62K in Q2 2015. 191 funds tracked by Wall St. Rank hold ABG as of Q3 2015.

  • Aris Wealth Services reported no remaining Asbury Automotive position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 689 Asbury Automotive shares in Q3 2015, an estimated $62K.
  • Aris Wealth Services first reported a position in Asbury Automotive in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Asbury Automotive position peaked at $62K in Q2 2015.
  • 191 funds tracked by Wall St. Rank held Asbury Automotive as of Q3 2015.

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