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Aris Wealth Services’s State Street STT Stock Holding History

Aris Wealth Services’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-70
Closed -$5K – 481
2015
Q2 		$5K Hold
70
– – ﹤0.01% 418
2015
Q1 		$5K Buy
+70
New +$5.24K ﹤0.01% 412
2014
Q1 		– Sell
-2,366
Closed -$174K – 108
2013
Q4 		$174K Buy
+2,366
New +$166K 0.29% 86

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Aris Wealth Services sold out of State Street (STT) in Q3 2015, closing a stake of 70 shares — an estimated $5K sold.

Aris Wealth Services first reported a position in STT in Q4 2013 and held it in 3 quarters. The position peaked at $174K in Q4 2013. 703 funds tracked by Wall St. Rank hold STT as of Q3 2015.

  • Aris Wealth Services reported no remaining State Street position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 70 State Street shares in Q3 2015, an estimated $5K.
  • Aris Wealth Services first reported a position in State Street in Q4 2013 and held it in 3 quarters.
  • Aris Wealth Services's State Street position peaked at $174K in Q4 2013.
  • 703 funds tracked by Wall St. Rank held State Street as of Q3 2015.

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