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Aris Wealth Services’s Accenture ACN Stock Holding History

Aris Wealth Services’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,144
Closed -$111K – 375
2015
Q2 		$111K Buy
1,144
+115
+11% +$11K 0.1% 140
2015
Q1 		$96K Buy
+1,029
New +$91.9K 0.09% 143

Other funds holding ACN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Aris Wealth Services sold out of Accenture (ACN) in Q3 2015, closing a stake of 1,144 shares — an estimated $111K sold.

Aris Wealth Services first reported a position in ACN in Q1 2015 and held it in 2 quarters. The position peaked at $111K in Q2 2015. 962 funds tracked by Wall St. Rank hold ACN as of Q3 2015.

  • Aris Wealth Services reported no remaining Accenture position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,144 Accenture shares in Q3 2015, an estimated $111K.
  • Aris Wealth Services first reported a position in Accenture in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Accenture position peaked at $111K in Q2 2015.
  • 962 funds tracked by Wall St. Rank held Accenture as of Q3 2015.

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