AWS
N

Aris Wealth Services’s Netsuite Inc N Stock Holding History

Aris Wealth Services’s Portfolio N Stock Details N Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$2K Hold
27
– – ﹤0.01% 343
2015
Q2 		$2K Hold
27
– – ﹤0.01% 474
2015
Q1 		$3K Buy
+27
New +$2.67K ﹤0.01% 453

Other funds holding N

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Aris Wealth Services held its Netsuite Inc (N) position steady in Q3 2015 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Aris Wealth Services first reported a position in N in Q1 2015 and has held it in 3 quarters since. The position peaked at $3K in Q1 2015. 199 funds tracked by Wall St. Rank hold N as of Q3 2015.

  • Aris Wealth Services held 27 shares of Netsuite Inc worth $2K as of Q3 2015.
  • Aris Wealth Services left its Netsuite Inc share count unchanged in Q3 2015.
  • Netsuite Inc made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #343 holding.
  • Aris Wealth Services first reported a position in Netsuite Inc in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Netsuite Inc position peaked at $3K in Q1 2015.
  • 199 funds tracked by Wall St. Rank held Netsuite Inc as of Q3 2015.

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