AWS
WBC

Aris Wealth Services’s WABCO HOLDINGS INC. WBC Stock Holding History

Aris Wealth Services’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$27K Hold
259
– – 0.06% 139
2015
Q2 		$32K Hold
259
– – 0.03% 269
2015
Q1 		$32K Buy
+259
New +$28.1K 0.03% 269

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

Aris Wealth Services held its WABCO HOLDINGS INC. (WBC) position steady in Q3 2015 at 259 shares worth $27K. The position accounts for 0.06% of the portfolio, ranked #139.

Aris Wealth Services first reported a position in WBC in Q1 2015 and has held it in 3 quarters since. The position peaked at $32K in Q2 2015. 308 funds tracked by Wall St. Rank hold WBC as of Q3 2015.

  • Aris Wealth Services held 259 shares of WABCO HOLDINGS INC. worth $27K as of Q3 2015.
  • Aris Wealth Services left its WABCO HOLDINGS INC. share count unchanged in Q3 2015.
  • WABCO HOLDINGS INC. made up 0.06% of Aris Wealth Services's portfolio in Q3 2015, its #139 holding.
  • Aris Wealth Services first reported a position in WABCO HOLDINGS INC. in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's WABCO HOLDINGS INC. position peaked at $32K in Q2 2015.
  • 308 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q3 2015.

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