Aris Wealth Services’s Abbott ABT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,228	Closed	-$60K	–	373
2015 Q2	$60K	Buy	1,228 +107	+10%	+$5.14K	0.06%	181
2015 Q1	$52K	Buy	+1,121	New	+$51.5K	0.05%	202

Other funds holding ABT

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

BIT

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Aris Wealth Services sold out of Abbott (ABT) in Q3 2015, closing a stake of 1,228 shares — an estimated $60K sold.

Aris Wealth Services first reported a position in ABT in Q1 2015 and held it in 2 quarters. The position peaked at $60K in Q2 2015. 1,469 funds tracked by Wall St. Rank hold ABT as of Q3 2015.

Aris Wealth Services reported no remaining Abbott position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 1,228 Abbott shares in Q3 2015, an estimated $60K.
Aris Wealth Services first reported a position in Abbott in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Abbott position peaked at $60K in Q2 2015.
1,469 funds tracked by Wall St. Rank held Abbott as of Q3 2015.

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