Aris Wealth Services’s IQVIA IQV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$4K	Hold	52	–	–	0.01%	284
2015 Q2	$4K	Hold	52	–	–	﹤0.01%	424
2015 Q1	$3K	Buy	+52	New	+$3.28K	﹤0.01%	441

Other funds holding IQV

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

3I Investments London Swie 5jd, United Kingdom $259M AUM 10.04% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Aris Wealth Services held its IQVIA (IQV) position steady in Q3 2015 at 52 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #284.

Aris Wealth Services first reported a position in IQV in Q1 2015 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold IQV as of Q3 2015.

Aris Wealth Services held 52 shares of IQVIA worth $4K as of Q3 2015.
Aris Wealth Services left its IQVIA share count unchanged in Q3 2015.
IQVIA made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #284 holding.
Aris Wealth Services first reported a position in IQVIA in Q1 2015 and has held it in 3 quarters since.
320 funds tracked by Wall St. Rank held IQVIA as of Q3 2015.

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