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Aris Wealth Services’s POSCO PKX Stock Holding History

Aris Wealth Services’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$1K Hold
18
– – ﹤0.01% 358
2015
Q2 		$1K Hold
18
– – ﹤0.01% 498
2015
Q1 		$1K Buy
+18
New +$1.09K ﹤0.01% 540

Other funds holding PKX

SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

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

Aris Wealth Services held its POSCO (PKX) position steady in Q3 2015 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Aris Wealth Services first reported a position in PKX in Q1 2015 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold PKX as of Q3 2015.

  • Aris Wealth Services held 18 shares of POSCO worth $1K as of Q3 2015.
  • Aris Wealth Services left its POSCO share count unchanged in Q3 2015.
  • POSCO made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #358 holding.
  • Aris Wealth Services first reported a position in POSCO in Q1 2015 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held POSCO as of Q3 2015.

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