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Aris Wealth Services’s Vodafone VOD Stock Holding History

Aris Wealth Services’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$21K Sell
647
-262
-29% -$9.32K 0.04% 161
2015
Q2 		$33K Buy
909
+262
+40% +$9.44K 0.03% 265
2015
Q1 		$21K Buy
+647
New +$22.2K 0.02% 311

Other funds holding VOD

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Aris Wealth Services reduced its Vodafone (VOD) stake by 29% in Q3 2015, selling an estimated $9.32K and leaving 647 shares worth $21K. The position accounts for 0.04% of the portfolio, ranked #161.

Aris Wealth Services first reported a position in VOD in Q1 2015 and has held it in 3 quarters since. The position peaked at $33K in Q2 2015. 613 funds tracked by Wall St. Rank hold VOD as of Q3 2015.

  • Aris Wealth Services held 647 shares of Vodafone worth $21K as of Q3 2015.
  • Aris Wealth Services sold 262 Vodafone shares in Q3 2015, an estimated $9.32K.
  • Vodafone made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #161 holding.
  • Aris Wealth Services first reported a position in Vodafone in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Vodafone position peaked at $33K in Q2 2015.
  • 613 funds tracked by Wall St. Rank held Vodafone as of Q3 2015.

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