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Aris Wealth Services’s Monster Beverage MNST Stock Holding History

Aris Wealth Services’s Portfolio MNST Stock Details MNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$6K Sell
276
-2,910
-91% -$68.2K 0.01% 270
2015
Q2 		$71K Hold
3,186
– – 0.07% 171
2015
Q1 		$73K Buy
+3,186
New +$66.7K 0.07% 171

Other funds holding MNST

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Aris Wealth Services reduced its Monster Beverage (MNST) stake by 91% in Q3 2015, selling an estimated $68.2K and leaving 276 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #270.

Aris Wealth Services first reported a position in MNST in Q1 2015 and has held it in 3 quarters since. The position peaked at $73K in Q1 2015. 461 funds tracked by Wall St. Rank hold MNST as of Q3 2015.

  • Aris Wealth Services held 276 shares of Monster Beverage worth $6K as of Q3 2015.
  • Aris Wealth Services sold 2,910 Monster Beverage shares in Q3 2015, an estimated $68.2K.
  • Monster Beverage made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #270 holding.
  • Aris Wealth Services first reported a position in Monster Beverage in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Monster Beverage position peaked at $73K in Q1 2015.
  • 461 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2015.

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