Aris Wealth Services’s Warner Bros WBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$2K	Hold	93	–	–	﹤0.01%	335
2015 Q2	$3K	Hold	93	–	–	﹤0.01%	449
2015 Q1	$3K	Buy	+93	New	+$2.92K	﹤0.01%	449

Other funds holding WBD

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

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

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

Aris Wealth Services held its Warner Bros (WBD) position steady in Q3 2015 at 93 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Aris Wealth Services first reported a position in WBD in Q1 2015 and has held it in 3 quarters since. The position peaked at $3K in Q2 2015. 407 funds tracked by Wall St. Rank hold WBD as of Q3 2015.

Aris Wealth Services held 93 shares of Warner Bros worth $2K as of Q3 2015.
Aris Wealth Services left its Warner Bros share count unchanged in Q3 2015.
Warner Bros made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #335 holding.
Aris Wealth Services first reported a position in Warner Bros in Q1 2015 and has held it in 3 quarters since.
Aris Wealth Services's Warner Bros position peaked at $3K in Q2 2015.
407 funds tracked by Wall St. Rank held Warner Bros as of Q3 2015.

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