AWS
LLTC

Aris Wealth Services’s Linear Technology Corp LLTC Stock Holding History

Aris Wealth Services’s Portfolio LLTC Stock Details LLTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$5K Sell
123
-684
-85% -$28K 0.01% 281
2015
Q2 		$36K Hold
807
– – 0.03% 252
2015
Q1 		$38K Buy
+807
New +$37.8K 0.04% 247

Other funds holding LLTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Aris Wealth Services reduced its Linear Technology Corp (LLTC) stake by 85% in Q3 2015, selling an estimated $28K and leaving 123 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #281.

Aris Wealth Services first reported a position in LLTC in Q1 2015 and has held it in 3 quarters since. The position peaked at $38K in Q1 2015. 454 funds tracked by Wall St. Rank hold LLTC as of Q3 2015.

  • Aris Wealth Services held 123 shares of Linear Technology Corp worth $5K as of Q3 2015.
  • Aris Wealth Services sold 684 Linear Technology Corp shares in Q3 2015, an estimated $28K.
  • Linear Technology Corp made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #281 holding.
  • Aris Wealth Services first reported a position in Linear Technology Corp in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Linear Technology Corp position peaked at $38K in Q1 2015.
  • 454 funds tracked by Wall St. Rank held Linear Technology Corp as of Q3 2015.

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