AWS
STR

Aris Wealth Services’s QUESTAR CORP STR Stock Holding History

Aris Wealth Services’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-190
Closed -$4K – 526
2015
Q2 		$4K Hold
190
– – ﹤0.01% 436
2015
Q1 		$5K Buy
+190
New +$4.64K ﹤0.01% 414

Other funds holding STR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Aris Wealth Services sold out of QUESTAR CORP (STR) in Q3 2015, closing a stake of 190 shares — an estimated $4K sold.

Aris Wealth Services first reported a position in STR in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 311 funds tracked by Wall St. Rank hold STR as of Q3 2015.

  • Aris Wealth Services reported no remaining QUESTAR CORP position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 190 QUESTAR CORP shares in Q3 2015, an estimated $4K.
  • Aris Wealth Services first reported a position in QUESTAR CORP in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's QUESTAR CORP position peaked at $5K in Q1 2015.
  • 311 funds tracked by Wall St. Rank held QUESTAR CORP as of Q3 2015.

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