AWS
WSBC icon

Aris Wealth Services’s WesBanco WSBC Stock Holding History

Aris Wealth Services’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$81K Hold
2,589
– – 0.17% 59
2015
Q2 		$88K Hold
2,589
– – 0.08% 152
2015
Q1 		$84K Buy
+2,589
New +$84.2K 0.08% 156

Other funds holding WSBC

WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Aris Wealth Services held its WesBanco (WSBC) position steady in Q3 2015 at 2,589 shares worth $81K. The position accounts for 0.17% of the portfolio, ranked #59.

Aris Wealth Services first reported a position in WSBC in Q1 2015 and has held it in 3 quarters since. The position peaked at $88K in Q2 2015. 119 funds tracked by Wall St. Rank hold WSBC as of Q3 2015.

  • Aris Wealth Services held 2,589 shares of WesBanco worth $81K as of Q3 2015.
  • Aris Wealth Services left its WesBanco share count unchanged in Q3 2015.
  • WesBanco made up 0.17% of Aris Wealth Services's portfolio in Q3 2015, its #59 holding.
  • Aris Wealth Services first reported a position in WesBanco in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's WesBanco position peaked at $88K in Q2 2015.
  • 119 funds tracked by Wall St. Rank held WesBanco as of Q3 2015.

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