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Aris Wealth Services’s SAP SAP Stock Holding History

Aris Wealth Services’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$2K Sell
27
-155
-85% -$10.7K ﹤0.01% 330
2015
Q2 		$13K Buy
+182
New +$13.5K 0.01% 347

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Aris Wealth Services reduced its SAP (SAP) stake by 85% in Q3 2015, selling an estimated $10.7K and leaving 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Aris Wealth Services first reported a position in SAP in Q2 2015 and has held it in 2 quarters since. The position peaked at $13K in Q2 2015. 283 funds tracked by Wall St. Rank hold SAP as of Q3 2015.

  • Aris Wealth Services held 27 shares of SAP worth $2K as of Q3 2015.
  • Aris Wealth Services sold 155 SAP shares in Q3 2015, an estimated $10.7K.
  • SAP made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #330 holding.
  • Aris Wealth Services first reported a position in SAP in Q2 2015 and has held it in 2 quarters since.
  • Aris Wealth Services's SAP position peaked at $13K in Q2 2015.
  • 283 funds tracked by Wall St. Rank held SAP as of Q3 2015.

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