Aris Wealth Services’s Stericycle Inc SRCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$13K	Sell	90 -4,820	-98%	-$671K	0.03%	200
2015 Q2	$657K	Buy	4,910 +195	+4%	+$26.7K	0.6%	67
2015 Q1	$662K	Buy	4,715 +244	+5%	+$32.9K	0.62%	58
2014 Q4	$586K	Hold	4,471	–	–	0.65%	59
2014 Q3	$521K	Buy	4,471 +180	+4%	+$21.3K	0.65%	62
2014 Q2	$508K	Buy	4,291 +235	+6%	+$26.9K	0.66%	58
2014 Q1	$461K	Buy	4,056 +30	+0.7%	+$3.47K	0.68%	60
2013 Q4	$468K	Buy	4,026 +160	+4%	+$18.7K	0.79%	46
2013 Q3	$446K	Buy	3,866 +246	+7%	+$28.4K	0.82%	43
2013 Q2	$400K	Buy	+3,620	New	+$393K	0.86%	34

Other funds holding SRCL

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

BIT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return

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

Aris Wealth Services reduced its Stericycle Inc (SRCL) stake by 98% in Q3 2015, selling an estimated $671K and leaving 90 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #200.

Aris Wealth Services first reported a position in SRCL in Q2 2013 and has held it in 10 quarters since. The position peaked at $662K in Q1 2015. 615 funds tracked by Wall St. Rank hold SRCL as of Q3 2015.

Aris Wealth Services held 90 shares of Stericycle Inc worth $13K as of Q3 2015.
Aris Wealth Services sold 4,820 Stericycle Inc shares in Q3 2015, an estimated $671K.
Stericycle Inc made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #200 holding.
Aris Wealth Services first reported a position in Stericycle Inc in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Stericycle Inc position peaked at $662K in Q1 2015.
615 funds tracked by Wall St. Rank held Stericycle Inc as of Q3 2015.

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