Aris Wealth Services’s CF Industries CF Stock Holding History

Aris Wealth Services’s Portfolio CF Stock Details CF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$11K	Sell	235 -10,868	-98%	-$632K	0.02%	211
2015 Q2	$714K	Buy	11,103 +528	+5%	+$32.1K	0.65%	57
2015 Q1	$600K	Buy	10,575 +485	+5%	+$28.9K	0.56%	64
2014 Q4	$550K	Buy	10,090 +1,040	+11%	+$54.8K	0.61%	63
2014 Q3	$505K	Buy	9,050 +615	+7%	+$31.2K	0.63%	67
2014 Q2	$406K	Buy	8,435 +335	+4%	+$16.4K	0.53%	74
2014 Q1	$422K	Buy	8,100 +75	+0.9%	+$3.65K	0.62%	65
2013 Q4	$374K	Buy	8,025 +435	+6%	+$19K	0.63%	58
2013 Q3	$320K	Buy	7,590 +860	+13%	+$32.9K	0.59%	65
2013 Q2	$231K	Buy	+6,730	New	+$251K	0.49%	64

Other funds holding CF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Aris Wealth Services reduced its CF Industries (CF) stake by 98% in Q3 2015, selling an estimated $632K and leaving 235 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #211.

Aris Wealth Services first reported a position in CF in Q2 2013 and has held it in 10 quarters since. The position peaked at $714K in Q2 2015. 514 funds tracked by Wall St. Rank hold CF as of Q3 2015.

Aris Wealth Services held 235 shares of CF Industries worth $11K as of Q3 2015.
Aris Wealth Services sold 10,868 CF Industries shares in Q3 2015, an estimated $632K.
CF Industries made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #211 holding.
Aris Wealth Services first reported a position in CF Industries in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's CF Industries position peaked at $714K in Q2 2015.
514 funds tracked by Wall St. Rank held CF Industries as of Q3 2015.

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