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Aris Wealth Services’s Ametek AME Stock Holding History

Aris Wealth Services’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-352
Closed -$19K – 378
2015
Q2 		$19K Hold
352
– – 0.02% 318
2015
Q1 		$18K Buy
+352
New +$18K 0.02% 320

Other funds holding AME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Aris Wealth Services sold out of Ametek (AME) in Q3 2015, closing a stake of 352 shares — an estimated $19K sold.

Aris Wealth Services first reported a position in AME in Q1 2015 and held it in 2 quarters. The position peaked at $19K in Q2 2015. 405 funds tracked by Wall St. Rank hold AME as of Q3 2015.

  • Aris Wealth Services reported no remaining Ametek position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 352 Ametek shares in Q3 2015, an estimated $19K.
  • Aris Wealth Services first reported a position in Ametek in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Ametek position peaked at $19K in Q2 2015.
  • 405 funds tracked by Wall St. Rank held Ametek as of Q3 2015.

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