Aris Wealth Services’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$24K Sell
1,400
-125
-8% -$2.25K 0.05% 149
2015
Q2
$32K Hold
1,525
0.03% 266
2015
Q1
$30K Buy
+1,525
New +$30.6K 0.03% 274

Other funds holding GSG

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

Aris Wealth Services reduced its iShares S&P GSCI Commodity-Indexed Trust (GSG) stake by 8.2% in Q3 2015, selling an estimated $2.25K and leaving 1,400 shares worth $24K. The position accounts for 0.05% of the portfolio, ranked #149.

Aris Wealth Services first reported a position in GSG in Q1 2015 and has held it in 3 quarters since. The position peaked at $32K in Q2 2015. 88 funds tracked by Wall St. Rank hold GSG as of Q3 2015.

  • Aris Wealth Services held 1,400 shares of iShares S&P GSCI Commodity-Indexed Trust worth $24K as of Q3 2015.
  • Aris Wealth Services sold 125 iShares S&P GSCI Commodity-Indexed Trust shares in Q3 2015, an estimated $2.25K.
  • iShares S&P GSCI Commodity-Indexed Trust made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #149 holding.
  • Aris Wealth Services first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares S&P GSCI Commodity-Indexed Trust position peaked at $32K in Q2 2015.
  • 88 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q3 2015.

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