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Aris Wealth Services’s Barclays BCS Stock Holding History

Aris Wealth Services’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$2K Sell
130
-468
-78% -$7.2K ﹤0.01% 317
2015
Q2 		$9K Buy
598
+468
+360% +$7.04K 0.01% 373
2015
Q1 		$2K Buy
+130
New +$1.82K ﹤0.01% 466

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 BCS Position: Q3 2015 in Review

Aris Wealth Services reduced its Barclays (BCS) stake by 78% in Q3 2015, selling an estimated $7.2K and leaving 130 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Aris Wealth Services first reported a position in BCS in Q1 2015 and has held it in 3 quarters since. The position peaked at $9K in Q2 2015. 220 funds tracked by Wall St. Rank hold BCS as of Q3 2015.

  • Aris Wealth Services held 130 shares of Barclays worth $2K as of Q3 2015.
  • Aris Wealth Services sold 468 Barclays shares in Q3 2015, an estimated $7.2K.
  • Barclays made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #317 holding.
  • Aris Wealth Services first reported a position in Barclays in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Barclays position peaked at $9K in Q2 2015.
  • 220 funds tracked by Wall St. Rank held Barclays as of Q3 2015.

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