Aris Wealth Services’s Advent Software Inc ADVS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-40	Closed	-$2K	–	531
2015 Q2	$2K	Hold	40	–	–	﹤0.01%	477
2015 Q1	$2K	Buy	+40	New	+$1.65K	﹤0.01%	498

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

Aris Wealth Services sold out of Advent Software Inc (ADVS) in Q3 2015, closing a stake of 40 shares — an estimated $2K sold.

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

Aris Wealth Services reported no remaining Advent Software Inc position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 40 Advent Software Inc shares in Q3 2015, an estimated $2K.
Aris Wealth Services first reported a position in Advent Software Inc in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Advent Software Inc position peaked at $2K in Q2 2015.
0 funds tracked by Wall St. Rank held Advent Software Inc as of Q3 2015.

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