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Aris Wealth Services’s L3Harris LHX Stock Holding History

Aris Wealth Services’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$3K Sell
36
-1,183
-97% -$92.5K 0.01% 308
2015
Q2 		$94K Buy
1,219
+136
+13% +$10.8K 0.09% 148
2015
Q1 		$85K Buy
+1,083
New +$79K 0.08% 154
2014
Q1 		– Sell
-3,357
Closed -$234K – 97
2013
Q4 		$234K Sell
3,357
-4,383
-57% -$278K 0.39% 77
2013
Q3 		$459K Buy
7,740
+698
+10% +$38.9K 0.84% 41
2013
Q2 		$347K Buy
+7,042
New +$335K 0.74% 51

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Aris Wealth Services reduced its L3Harris (LHX) stake by 97% in Q3 2015, selling an estimated $92.5K and leaving 36 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #308.

Aris Wealth Services first reported a position in LHX in Q2 2013 and has held it in 6 quarters since. The position peaked at $459K in Q3 2013. 539 funds tracked by Wall St. Rank hold LHX as of Q3 2015.

  • Aris Wealth Services held 36 shares of L3Harris worth $3K as of Q3 2015.
  • Aris Wealth Services sold 1,183 L3Harris shares in Q3 2015, an estimated $92.5K.
  • L3Harris made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #308 holding.
  • Aris Wealth Services first reported a position in L3Harris in Q2 2013 and has held it in 6 quarters since.
  • Aris Wealth Services's L3Harris position peaked at $459K in Q3 2013.
  • 539 funds tracked by Wall St. Rank held L3Harris as of Q3 2015.

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