Aris Wealth Services’s GE Aerospace GE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$274K	Sell	2,265 -5,852	-72%	-$717K	0.57%	31
2015 Q2	$1.03M	Buy	8,117 +462	+6%	+$59.9K	0.95%	22
2015 Q1	$910K	Buy	7,655 +489	+7%	+$58.2K	0.85%	30
2014 Q4	$868K	Buy	7,166 +998	+16%	+$123K	0.97%	27
2014 Q3	$757K	Buy	6,168 +138	+2%	+$17.2K	0.94%	24
2014 Q2	$759K	Buy	6,030 +161	+3%	+$20.5K	0.99%	23
2014 Q1	$728K	Sell	5,869 -837	-12%	-$103K	1.07%	21
2013 Q4	$901K	Buy	6,706 +206	+3%	+$25.9K	1.52%	8
2013 Q3	$744K	Buy	6,500 +870	+15%	+$99.8K	1.36%	12
2013 Q2	$626K	Buy	+5,630	New	+$623K	1.34%	12

Other funds holding GE

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

BIT

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Aris Wealth Services reduced its GE Aerospace (GE) stake by 72% in Q3 2015, selling an estimated $717K and leaving 2,265 shares worth $274K. The position accounts for 0.57% of the portfolio, ranked #31.

Aris Wealth Services first reported a position in GE in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2015. 1,974 funds tracked by Wall St. Rank hold GE as of Q3 2015.

Aris Wealth Services held 2,265 shares of GE Aerospace worth $274K as of Q3 2015.
Aris Wealth Services sold 5,852 GE Aerospace shares in Q3 2015, an estimated $717K.
GE Aerospace made up 0.57% of Aris Wealth Services's portfolio in Q3 2015, its #31 holding.
Aris Wealth Services first reported a position in GE Aerospace in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's GE Aerospace position peaked at $1.03M in Q2 2015.
1,974 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2015.

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