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Aris Wealth Services’s V2X VVX Stock Holding History

Aris Wealth Services’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$0 Hold
20
– – ﹤0.01% 495
2015
Q2 		$0 Hold
20
– – ﹤0.01% 540
2015
Q1 		$1K Buy
+20
New +$578 ﹤0.01% 543

Other funds holding VVX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
BCM
Breithorn Capital Management New York $141M AUM 41.82% 1-Year Est. Return

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

Aris Wealth Services held its V2X (VVX) position steady in Q3 2015 at 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Aris Wealth Services first reported a position in VVX in Q1 2015 and has held it in 3 quarters since. The position peaked at $1K in Q1 2015. 158 funds tracked by Wall St. Rank hold VVX as of Q3 2015.

  • Aris Wealth Services held 20 shares of V2X worth $0 as of Q3 2015.
  • Aris Wealth Services left its V2X share count unchanged in Q3 2015.
  • V2X made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #495 holding.
  • Aris Wealth Services first reported a position in V2X in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's V2X position peaked at $1K in Q1 2015.
  • 158 funds tracked by Wall St. Rank held V2X as of Q3 2015.

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