Aris Wealth Services’s Yelp YELP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-14	Closed	-$1K	–	506
2015 Q2	$1K	Hold	14	–	–	﹤0.01%	500
2015 Q1	$1K	Buy	+14	New	+$693	﹤0.01%	544

Other funds holding YELP

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

JSP

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Aris Wealth Services sold out of Yelp (YELP) in Q3 2015, closing a stake of 14 shares — an estimated $1K sold.

Aris Wealth Services first reported a position in YELP in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 183 funds tracked by Wall St. Rank hold YELP as of Q3 2015.

Aris Wealth Services reported no remaining Yelp position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 14 Yelp shares in Q3 2015, an estimated $1K.
Aris Wealth Services first reported a position in Yelp in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Yelp position peaked at $1K in Q2 2015.
183 funds tracked by Wall St. Rank held Yelp as of Q3 2015.

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