Aris Wealth Services’s Dollar General DG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-21	Closed	-$2K	–	517
2015 Q1	$2K	Buy	+21	New	+$1.49K	﹤0.01%	469

Other funds holding DG

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

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

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Aris Wealth Services's DG Position: Q2 2015 in Review

Aris Wealth Services sold out of Dollar General (DG) in Q2 2015, closing a stake of 21 shares — an estimated $2K sold.

Aris Wealth Services first reported a position in DG in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 528 funds tracked by Wall St. Rank hold DG as of Q2 2015.

Aris Wealth Services reported no remaining Dollar General position as of Q2 2015 after selling out during the quarter.
Aris Wealth Services sold 21 Dollar General shares in Q2 2015, an estimated $2K.
Aris Wealth Services first reported a position in Dollar General in Q1 2015 and held it in 1 quarter.
Aris Wealth Services's Dollar General position peaked at $2K in Q1 2015.
528 funds tracked by Wall St. Rank held Dollar General as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.