Aris Wealth Services’s Kohl's KSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$7K	Sell	145 -13,132	-99%	-$739K	0.01%	258
2015 Q2	$831K	Buy	13,277 +1,634	+14%	+$113K	0.76%	41
2015 Q1	$911K	Buy	11,643 +645	+6%	+$43.9K	0.85%	29
2014 Q4	$671K	Buy	10,998 +848	+8%	+$49K	0.75%	49
2014 Q3	$619K	Buy	10,150 +742	+8%	+$42K	0.77%	45
2014 Q2	$496K	Buy	9,408 +658	+8%	+$35.7K	0.65%	61
2014 Q1	$497K	Buy	8,750 +433	+5%	+$23.2K	0.73%	49
2013 Q4	$472K	Buy	8,317 +699	+9%	+$38.3K	0.79%	44
2013 Q3	$394K	Buy	7,618 +589	+8%	+$30.8K	0.72%	53
2013 Q2	$355K	Buy	+7,029	New	+$348K	0.76%	46

Other funds holding KSS

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Aris Wealth Services reduced its Kohl's (KSS) stake by 99% in Q3 2015, selling an estimated $739K and leaving 145 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #258.

Aris Wealth Services first reported a position in KSS in Q2 2013 and has held it in 10 quarters since. The position peaked at $911K in Q1 2015. 577 funds tracked by Wall St. Rank hold KSS as of Q3 2015.

Aris Wealth Services held 145 shares of Kohl's worth $7K as of Q3 2015.
Aris Wealth Services sold 13,132 Kohl's shares in Q3 2015, an estimated $739K.
Kohl's made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #258 holding.
Aris Wealth Services first reported a position in Kohl's in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Kohl's position peaked at $911K in Q1 2015.
577 funds tracked by Wall St. Rank held Kohl's as of Q3 2015.

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