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Aris Wealth Services’s Ford F Stock Holding History

Aris Wealth Services’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$17K Hold
1,264
– – 0.04% 183
2015
Q2 		$19K Sell
1,264
-551
-30% -$8.54K 0.02% 321
2015
Q1 		$29K Buy
+1,815
New +$28.6K 0.03% 277

Other funds holding F

ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Aris Wealth Services held its Ford (F) position steady in Q3 2015 at 1,264 shares worth $17K. The position accounts for 0.04% of the portfolio, ranked #183.

Aris Wealth Services first reported a position in F in Q1 2015 and has held it in 3 quarters since. The position peaked at $29K in Q1 2015. 1,055 funds tracked by Wall St. Rank hold F as of Q3 2015.

  • Aris Wealth Services held 1,264 shares of Ford worth $17K as of Q3 2015.
  • Aris Wealth Services left its Ford share count unchanged in Q3 2015.
  • Ford made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #183 holding.
  • Aris Wealth Services first reported a position in Ford in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Ford position peaked at $29K in Q1 2015.
  • 1,055 funds tracked by Wall St. Rank held Ford as of Q3 2015.

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