Aris Wealth Services’s Comcast CMCSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$58K	Sell	2,046 -1,486	-42%	-$44.1K	0.12%	78
2015 Q2	$106K	Buy	3,532 +2,096	+146%	+$61.5K	0.1%	143
2015 Q1	$41K	Buy	+1,436	New	+$41.3K	0.04%	236

Other funds holding CMCSA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

BIT

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aris Wealth Services reduced its Comcast (CMCSA) stake by 42% in Q3 2015, selling an estimated $44.1K and leaving 2,046 shares worth $58K. The position accounts for 0.12% of the portfolio, ranked #78.

Aris Wealth Services first reported a position in CMCSA in Q1 2015 and has held it in 3 quarters since. The position peaked at $106K in Q2 2015. 1,192 funds tracked by Wall St. Rank hold CMCSA as of Q3 2015.

Aris Wealth Services held 2,046 shares of Comcast worth $58K as of Q3 2015.
Aris Wealth Services sold 1,486 Comcast shares in Q3 2015, an estimated $44.1K.
Comcast made up 0.12% of Aris Wealth Services's portfolio in Q3 2015, its #78 holding.
Aris Wealth Services first reported a position in Comcast in Q1 2015 and has held it in 3 quarters since.
Aris Wealth Services's Comcast position peaked at $106K in Q2 2015.
1,192 funds tracked by Wall St. Rank held Comcast as of Q3 2015.

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