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Aris Wealth Services’s Packaging Corp of America PKG Stock Holding History

Aris Wealth Services’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-330
Closed -$21K – 471
2015
Q2 		$21K Hold
330
– – 0.02% 313
2015
Q1 		$26K Buy
+330
New +$26.2K 0.02% 291

Other funds holding PKG

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Aris Wealth Services sold out of Packaging Corp of America (PKG) in Q3 2015, closing a stake of 330 shares — an estimated $21K sold.

Aris Wealth Services first reported a position in PKG in Q1 2015 and held it in 2 quarters. The position peaked at $26K in Q1 2015. 374 funds tracked by Wall St. Rank hold PKG as of Q3 2015.

  • Aris Wealth Services reported no remaining Packaging Corp of America position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 330 Packaging Corp of America shares in Q3 2015, an estimated $21K.
  • Aris Wealth Services first reported a position in Packaging Corp of America in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Packaging Corp of America position peaked at $26K in Q1 2015.
  • 374 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2015.

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