Aris Wealth Services’s Delta Air Lines DAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-310	Closed	-$13K	–	407
2015 Q2	$13K	Sell	310 -700	-69%	-$30.6K	0.01%	345
2015 Q1	$45K	Buy	+1,010	New	+$46.8K	0.04%	230

Other funds holding DAL

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

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

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

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Aris Wealth Services sold out of Delta Air Lines (DAL) in Q3 2015, closing a stake of 310 shares — an estimated $13K sold.

Aris Wealth Services first reported a position in DAL in Q1 2015 and held it in 2 quarters. The position peaked at $45K in Q1 2015. 794 funds tracked by Wall St. Rank hold DAL as of Q3 2015.

Aris Wealth Services reported no remaining Delta Air Lines position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 310 Delta Air Lines shares in Q3 2015, an estimated $13K.
Aris Wealth Services first reported a position in Delta Air Lines in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Delta Air Lines position peaked at $45K in Q1 2015.
794 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2015.

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