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Aris Wealth Services’s Goldman Sachs GS Stock Holding History

Aris Wealth Services’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$9K Sell
52
-920
-95% -$180K 0.02% 223
2015
Q2 		$203K Buy
972
+118
+14% +$24K 0.19% 101
2015
Q1 		$161K Sell
854
-310
-27% -$57.7K 0.15% 109
2014
Q4 		$226K Buy
+1,164
New +$219K 0.25% 99

Other funds holding GS

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aris Wealth Services reduced its Goldman Sachs (GS) stake by 95% in Q3 2015, selling an estimated $180K and leaving 52 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #223.

Aris Wealth Services first reported a position in GS in Q4 2014 and has held it in 4 quarters since. The position peaked at $226K in Q4 2014. 1,014 funds tracked by Wall St. Rank hold GS as of Q3 2015.

  • Aris Wealth Services held 52 shares of Goldman Sachs worth $9K as of Q3 2015.
  • Aris Wealth Services sold 920 Goldman Sachs shares in Q3 2015, an estimated $180K.
  • Goldman Sachs made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #223 holding.
  • Aris Wealth Services first reported a position in Goldman Sachs in Q4 2014 and has held it in 4 quarters since.
  • Aris Wealth Services's Goldman Sachs position peaked at $226K in Q4 2014.
  • 1,014 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2015.

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