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Aris Wealth Services, Inc. Historic Quarter Change: USA Stocks, Added

Aris Wealth Services, Inc. historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 9 quarters from 2013-06-30 to 2015-09-30, Aris Wealth Services, Inc. opened 297 positions, added to 388, reduced 248 and sold out of 134.

  • Q3 2015: Stock GIS; Country of operation United States; Class COM; Shares before 1,105.
  • Q3 2015: Stock PNNT; Country of operation United States; Class COM; Shares before 114,184.
  • Q3 2015: Stock HSY; Country of operation United States; Class COM; Shares before 1,343.
  • Q3 2015: Stock LVS; Country of operation United States; Class COM; Shares before 70.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1347935), 9 quarters: Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-15); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-08); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-09); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-30); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2007-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2015GIS
General Mills
United StatesCOM1,1058,666+7,561$62,000$486,000+$424,0002015-11-10
Q3 2015PNNT
Pennant Park Investment Corpor
United StatesCOM114,184122,332+8,148$1,003,000$791,000-$212,0002015-11-10
Q3 2015HSY
Hershey Foods
United StatesCOM1,3432,393+1,050$119,000$220,000+$101,0002015-11-10
Q3 2015LVS
Las Vegas Sands Corp Com
United StatesCOM701,571+1,501$4,000$60,000+$56,0002015-11-10
Q3 2015LMT
Lockheed Martin
United StatesCOM661+55$1,000$13,000+$12,0002015-11-10
Q3 2015KMI
Kinder Morgan Inc
United StatesCOM9441,053+109$36,000$29,000-$7,0002015-11-10
Q3 2015NWBI
Northwest Bancshares I Com
United StatesCOM3,0043,037+33$39,000$39,000$02015-11-10

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