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Aris Wealth Services’s Ohio Valley Banc Corp OVBC Stock Holding History

Aris Wealth Services’s Portfolio OVBC Stock Details OVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$180K Hold
7,441
– – 0.38% 43
2015
Q2 		$168K Hold
7,441
– – 0.15% 110
2015
Q1 		$167K Buy
+7,441
New +$177K 0.16% 107

Other funds holding OVBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Aris Wealth Services held its Ohio Valley Banc Corp (OVBC) position steady in Q3 2015 at 7,441 shares worth $180K. The position accounts for 0.38% of the portfolio, ranked #43.

Aris Wealth Services first reported a position in OVBC in Q1 2015 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold OVBC as of Q3 2015.

  • Aris Wealth Services held 7,441 shares of Ohio Valley Banc Corp worth $180K as of Q3 2015.
  • Aris Wealth Services left its Ohio Valley Banc Corp share count unchanged in Q3 2015.
  • Ohio Valley Banc Corp made up 0.38% of Aris Wealth Services's portfolio in Q3 2015, its #43 holding.
  • Aris Wealth Services first reported a position in Ohio Valley Banc Corp in Q1 2015 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Ohio Valley Banc Corp as of Q3 2015.

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