Aris Wealth Services’s Procter & Gamble PG Stock Holding History

Aris Wealth Services’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$193K	Sell	2,685 -2,688	-50%	-$202K	0.4%	40
2015 Q2	$420K	Buy	5,373 +298	+6%	+$24K	0.38%	80
2015 Q1	$416K	Buy	5,075 +5	+0.1%	+$430	0.39%	80
2014 Q4	$462K	Buy	5,070 +861	+20%	+$75.8K	0.51%	74
2014 Q3	$352K	Sell	4,209 -48	-1%	-$3.93K	0.44%	78
2014 Q2	$335K	Sell	4,257 -26	-0.6%	-$2.1K	0.44%	80
2014 Q1	$345K	Sell	4,283 -211	-5%	-$16.6K	0.51%	72
2013 Q4	$366K	Buy	4,494 +362	+9%	+$29.5K	0.62%	62
2013 Q3	$312K	Sell	4,132 -343	-8%	-$27.3K	0.57%	66
2013 Q2	$345K	Buy	+4,475	New	+$351K	0.74%	52

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Aris Wealth Services reduced its Procter & Gamble (PG) stake by 50% in Q3 2015, selling an estimated $202K and leaving 2,685 shares worth $193K. The position accounts for 0.4% of the portfolio, ranked #40.

Aris Wealth Services first reported a position in PG in Q2 2013 and has held it in 10 quarters since. The position peaked at $462K in Q4 2014. 1,879 funds tracked by Wall St. Rank hold PG as of Q3 2015.

Aris Wealth Services held 2,685 shares of Procter & Gamble worth $193K as of Q3 2015.
Aris Wealth Services sold 2,688 Procter & Gamble shares in Q3 2015, an estimated $202K.
Procter & Gamble made up 0.4% of Aris Wealth Services's portfolio in Q3 2015, its #40 holding.
Aris Wealth Services first reported a position in Procter & Gamble in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Procter & Gamble position peaked at $462K in Q4 2014.
1,879 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2015.

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