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Aris Wealth Services’s Verisk Analytics VRSK Stock Holding History

Aris Wealth Services’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-25,210
Closed -$1.53M – 115
2014
Q3 		$1.53M Buy
+25,210
New +$1.57M 1.91% 10

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Vanguard Group
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Morgan Stanley
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BAMCO Inc
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WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Aris Wealth Services's VRSK Position: Q4 2014 in Review

Aris Wealth Services sold out of Verisk Analytics (VRSK) in Q4 2014, closing a stake of 25,210 shares — an estimated $1.53M sold.

Aris Wealth Services first reported a position in VRSK in Q3 2014 and held it in 1 quarter. The position peaked at $1.53M in Q3 2014. 356 funds tracked by Wall St. Rank hold VRSK as of Q4 2014.

  • Aris Wealth Services reported no remaining Verisk Analytics position as of Q4 2014 after selling out during the quarter.
  • Aris Wealth Services sold 25,210 Verisk Analytics shares in Q4 2014, an estimated $1.53M.
  • Aris Wealth Services first reported a position in Verisk Analytics in Q3 2014 and held it in 1 quarter.
  • Aris Wealth Services's Verisk Analytics position peaked at $1.53M in Q3 2014.
  • 356 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2014.

Based on Aris Wealth Services's 13F filing for Q4 2014, filed 15 Jan 2015.