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Aris Wealth Services’s Applied Industrial Technologies AIT Stock Holding History

Aris Wealth Services’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$38K Hold
1,000
– – 0.08% 105
2015
Q2 		$40K Hold
1,000
– – 0.04% 241
2015
Q1 		$45K Buy
+1,000
New +$42.7K 0.04% 228

Other funds holding AIT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aris Wealth Services held its Applied Industrial Technologies (AIT) position steady in Q3 2015 at 1,000 shares worth $38K. The position accounts for 0.08% of the portfolio, ranked #105.

Aris Wealth Services first reported a position in AIT in Q1 2015 and has held it in 3 quarters since. The position peaked at $45K in Q1 2015. 168 funds tracked by Wall St. Rank hold AIT as of Q3 2015.

  • Aris Wealth Services held 1,000 shares of Applied Industrial Technologies worth $38K as of Q3 2015.
  • Aris Wealth Services left its Applied Industrial Technologies share count unchanged in Q3 2015.
  • Applied Industrial Technologies made up 0.08% of Aris Wealth Services's portfolio in Q3 2015, its #105 holding.
  • Aris Wealth Services first reported a position in Applied Industrial Technologies in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Applied Industrial Technologies position peaked at $45K in Q1 2015.
  • 168 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2015.

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