Aris Wealth Services’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-855	Closed	-$57K	–	488
2015 Q2	$57K	Buy	+855	New	+$57.9K	0.05%	193

Other funds holding V

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BIT

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Aris Wealth Services sold out of Visa (V) in Q3 2015, closing a stake of 855 shares — an estimated $57K sold.

Aris Wealth Services first reported a position in V in Q2 2015 and held it in 1 quarter. The position peaked at $57K in Q2 2015. 1,439 funds tracked by Wall St. Rank hold V as of Q3 2015.

Aris Wealth Services reported no remaining Visa position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 855 Visa shares in Q3 2015, an estimated $57K.
Aris Wealth Services first reported a position in Visa in Q2 2015 and held it in 1 quarter.
Aris Wealth Services's Visa position peaked at $57K in Q2 2015.
1,439 funds tracked by Wall St. Rank held Visa as of Q3 2015.

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