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Aris Wealth Services’s First Trust S&P REIT Index Fund FRI Stock Holding History

Aris Wealth Services’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-715
Closed -$15K – 428
2015
Q2 		$15K Buy
+715
New +$15.7K 0.01% 334

Other funds holding FRI

HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Aris Wealth Services sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2015, closing a stake of 715 shares — an estimated $15K sold.

Aris Wealth Services first reported a position in FRI in Q2 2015 and held it in 1 quarter. The position peaked at $15K in Q2 2015. 43 funds tracked by Wall St. Rank hold FRI as of Q3 2015.

  • Aris Wealth Services reported no remaining First Trust S&P REIT Index Fund position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 715 First Trust S&P REIT Index Fund shares in Q3 2015, an estimated $15K.
  • Aris Wealth Services first reported a position in First Trust S&P REIT Index Fund in Q2 2015 and held it in 1 quarter.
  • Aris Wealth Services's First Trust S&P REIT Index Fund position peaked at $15K in Q2 2015.
  • 43 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2015.

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