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Aris Wealth Services’s Blackrock BLK Stock Holding History

Aris Wealth Services’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$22K Hold
73
– – 0.05% 154
2015
Q2 		$25K Hold
73
– – 0.02% 294
2015
Q1 		$27K Buy
+73
New +$26.5K 0.03% 285

Other funds holding BLK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MFG
Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return

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

Aris Wealth Services held its Blackrock (BLK) position steady in Q3 2015 at 73 shares worth $22K. The position accounts for 0.05% of the portfolio, ranked #154.

Aris Wealth Services first reported a position in BLK in Q1 2015 and has held it in 3 quarters since. The position peaked at $27K in Q1 2015. 854 funds tracked by Wall St. Rank hold BLK as of Q3 2015.

  • Aris Wealth Services held 73 shares of Blackrock worth $22K as of Q3 2015.
  • Aris Wealth Services left its Blackrock share count unchanged in Q3 2015.
  • Blackrock made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #154 holding.
  • Aris Wealth Services first reported a position in Blackrock in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Blackrock position peaked at $27K in Q1 2015.
  • 854 funds tracked by Wall St. Rank held Blackrock as of Q3 2015.

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