Aris Wealth Services’s Acco Brands ACCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1	Closed	–	–	374
2015 Q2	$0	Hold	1	–	–	﹤0.01%	510
2015 Q1	$0	Buy	+1	New	+$8	﹤0.01%	566

Other funds holding ACCO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BFA

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

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

Aris Wealth Services sold out of Acco Brands (ACCO) in Q3 2015, closing a stake of 1 share.

Aris Wealth Services first reported a position in ACCO in Q1 2015 and held it in 2 quarters. The position peaked at $0 in Q2 2015. 197 funds tracked by Wall St. Rank hold ACCO as of Q3 2015.

Aris Wealth Services reported no remaining Acco Brands position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 1 Acco Brands share in Q3 2015.
Aris Wealth Services first reported a position in Acco Brands in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Acco Brands position peaked at $0 in Q2 2015.
197 funds tracked by Wall St. Rank held Acco Brands as of Q3 2015.

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