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Aris Wealth Services’s ATI ATI Stock Holding History

Aris Wealth Services’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$1K Hold
67
– – ﹤0.01% 348
2015
Q2 		$2K Buy
67
+24
+56% +$794 ﹤0.01% 457
2015
Q1 		$1K Buy
+43
New +$1.34K ﹤0.01% 524

Other funds holding ATI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Aris Wealth Services held its ATI (ATI) position steady in Q3 2015 at 67 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Aris Wealth Services first reported a position in ATI in Q1 2015 and has held it in 3 quarters since. The position peaked at $2K in Q2 2015. 246 funds tracked by Wall St. Rank hold ATI as of Q3 2015.

  • Aris Wealth Services held 67 shares of ATI worth $1K as of Q3 2015.
  • Aris Wealth Services left its ATI share count unchanged in Q3 2015.
  • ATI made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #348 holding.
  • Aris Wealth Services first reported a position in ATI in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's ATI position peaked at $2K in Q2 2015.
  • 246 funds tracked by Wall St. Rank held ATI as of Q3 2015.

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