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Aris Wealth Services’s Illumina ILMN Stock Holding History

Aris Wealth Services’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$3K Hold
19
– – 0.01% 306
2015
Q2 		$4K Hold
19
– – ﹤0.01% 423
2015
Q1 		$3K Buy
+19
New +$3.58K ﹤0.01% 439

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Aris Wealth Services held its Illumina (ILMN) position steady in Q3 2015 at 19 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #306.

Aris Wealth Services first reported a position in ILMN in Q1 2015 and has held it in 3 quarters since. The position peaked at $4K in Q2 2015. 563 funds tracked by Wall St. Rank hold ILMN as of Q3 2015.

  • Aris Wealth Services held 19 shares of Illumina worth $3K as of Q3 2015.
  • Aris Wealth Services left its Illumina share count unchanged in Q3 2015.
  • Illumina made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #306 holding.
  • Aris Wealth Services first reported a position in Illumina in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Illumina position peaked at $4K in Q2 2015.
  • 563 funds tracked by Wall St. Rank held Illumina as of Q3 2015.

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