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Aris Wealth Services’s Boeing BA Stock Holding History

Aris Wealth Services’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$49K Hold
377
– – 0.1% 88
2015
Q2 		$52K Sell
377
-52
-12% -$7.58K 0.05% 208
2015
Q1 		$64K Buy
+429
New +$62.5K 0.06% 181

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Aris Wealth Services held its Boeing (BA) position steady in Q3 2015 at 377 shares worth $49K. The position accounts for 0.1% of the portfolio, ranked #88.

Aris Wealth Services first reported a position in BA in Q1 2015 and has held it in 3 quarters since. The position peaked at $64K in Q1 2015. 1,323 funds tracked by Wall St. Rank hold BA as of Q3 2015.

  • Aris Wealth Services held 377 shares of Boeing worth $49K as of Q3 2015.
  • Aris Wealth Services left its Boeing share count unchanged in Q3 2015.
  • Boeing made up 0.1% of Aris Wealth Services's portfolio in Q3 2015, its #88 holding.
  • Aris Wealth Services first reported a position in Boeing in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Boeing position peaked at $64K in Q1 2015.
  • 1,323 funds tracked by Wall St. Rank held Boeing as of Q3 2015.

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