AWS
SI

Aris Wealth Services’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Aris Wealth Services’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-15
Closed -$2K – 553
2015
Q1 		$2K Buy
+15
New +$2K ﹤0.01% 499

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.34B AUM 18.66% 1-Year Est. Return

Aris Wealth Services's SI Position: Q2 2015 in Review

Aris Wealth Services sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q2 2015, closing a stake of 15 shares — an estimated $2K sold.

Aris Wealth Services first reported a position in SI in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 90 funds tracked by Wall St. Rank hold SI as of Q2 2015.

  • Aris Wealth Services reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q2 2015 after selling out during the quarter.
  • Aris Wealth Services sold 15 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q2 2015, an estimated $2K.
  • Aris Wealth Services first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q1 2015 and held it in 1 quarter.
  • Aris Wealth Services's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $2K in Q1 2015.
  • 90 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.