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Aris Wealth Services’s ENI E Stock Holding History

Aris Wealth Services’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$2K Hold
71
– – ﹤0.01% 322
2015
Q2 		$3K Hold
71
– – ﹤0.01% 441
2015
Q1 		$2K Buy
+71
New +$2.46K ﹤0.01% 470

Other funds holding E

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Aris Wealth Services held its ENI (E) position steady in Q3 2015 at 71 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Aris Wealth Services first reported a position in E in Q1 2015 and has held it in 3 quarters since. The position peaked at $3K in Q2 2015. 137 funds tracked by Wall St. Rank hold E as of Q3 2015.

  • Aris Wealth Services held 71 shares of ENI worth $2K as of Q3 2015.
  • Aris Wealth Services left its ENI share count unchanged in Q3 2015.
  • ENI made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #322 holding.
  • Aris Wealth Services first reported a position in ENI in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's ENI position peaked at $3K in Q2 2015.
  • 137 funds tracked by Wall St. Rank held ENI as of Q3 2015.

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