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Aris Wealth Services’s New England Realty Associates NEN Stock Holding History

Aris Wealth Services’s Portfolio NEN Stock Details NEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$12K Hold
249
– – 0.03% 206
2015
Q2 		$12K Hold
249
– – 0.01% 355
2015
Q1 		$12K Buy
+249
New +$12.1K 0.01% 349

Other funds holding NEN

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Aris Wealth Services held its New England Realty Associates (NEN) position steady in Q3 2015 at 249 shares worth $12K. The position accounts for 0.03% of the portfolio, ranked #206.

Aris Wealth Services first reported a position in NEN in Q1 2015 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold NEN as of Q3 2015.

  • Aris Wealth Services held 249 shares of New England Realty Associates worth $12K as of Q3 2015.
  • Aris Wealth Services left its New England Realty Associates share count unchanged in Q3 2015.
  • New England Realty Associates made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #206 holding.
  • Aris Wealth Services first reported a position in New England Realty Associates in Q1 2015 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held New England Realty Associates as of Q3 2015.

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