Aris Wealth Services, Inc. historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 9 quarters from 2013-06-30 to 2015-09-30, Aris Wealth Services, Inc. opened 14 positions, added to 17, reduced 17 and sold out of 10.
- Q2 2015: Stock RETAIL PPTYS AMER INC CL A; Country of operation —; Class LTD; Shares before 900.
- Q4 2014: Stock Hcp Inc; Country of operation —; Class LTD; Shares before 28,543.
- Q3 2014: Stock Health Care REIT, Inc.; Country of operation —; Class LTD; Shares before 17,624.
- Q3 2014: Stock Hcp Inc; Country of operation —; Class LTD; Shares before 26,552.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2015 | RETAIL PPTYS AMER INC CL A
CUSIP 76131V202 | | LTD | 900 | 2,012 | +1,112 | $14,000 | $28,000 | +$14,000 | 2015-08-13 |
|---|
| Q4 2014 | Hcp Inc
CUSIP 40414L109 | | LTD | 28,543 | 29,107 | +564 | $1,133,000 | $1,282,000 | +$149,000 | 2015-01-15 |
|---|
| Q3 2014 | Health Care REIT, Inc.
CUSIP 42217K106 | | LTD | 17,624 | 18,957 | +1,333 | $1,104,000 | $1,182,000 | +$78,000 | 2014-10-08 |
|---|
| Q3 2014 | Hcp Inc
CUSIP 40414L109 | | LTD | 26,552 | 28,543 | +1,991 | $1,099,000 | $1,133,000 | +$34,000 | 2014-10-08 |
|---|
| Q2 2014 | Hcp Inc
CUSIP 40414L109 | | LTD | 24,514 | 26,552 | +2,038 | $951,000 | $1,099,000 | +$148,000 | 2014-07-14 |
|---|
| Q2 2014 | Health Care REIT, Inc.
CUSIP 42217K106 | | LTD | 16,620 | 17,624 | +1,004 | $991,000 | $1,104,000 | +$113,000 | 2014-07-14 |
|---|
| Q1 2014 | Health Care REIT, Inc.
CUSIP 42217K106 | | LTD | 15,725 | 16,620 | +895 | $842,000 | $991,000 | +$149,000 | 2014-05-09 |
|---|
| Q1 2014 | Hcp Inc
CUSIP 40414L109 | | LTD | 23,199 | 24,514 | +1,315 | $843,000 | $951,000 | +$108,000 | 2014-05-09 |
|---|
| Q1 2014 | Corporate Ppty Assoc17 Glbal I
CUSIP 22003D102 | | LTD | 10,000 | 10,702 | +702 | $100,000 | $102,000 | +$2,000 | 2014-05-09 |
|---|
| Q4 2013 | Health Care REIT, Inc.
CUSIP 42217K106 | | LTD | 14,616 | 15,725 | +1,109 | $912,000 | $842,000 | -$70,000 | 2014-01-30 |
|---|
| Q4 2013 | Carey Watermark Invsinc Price
CUSIP 14179A103 | | LTD | 10,126 | 11,547 | +1,421 | $101,000 | $115,000 | +$14,000 | 2014-01-30 |
|---|
| Q4 2013 | Chambers Str Pptys Com
CUSIP 157842105 | | LTD | 324,859 | 373,996 | +49,137 | $2,852,000 | $2,861,000 | +$9,000 | 2014-01-30 |
|---|
| Q4 2013 | Hcp Inc
CUSIP 40414L109 | | LTD | 20,428 | 23,199 | +2,771 | $837,000 | $843,000 | +$6,000 | 2014-01-30 |
|---|
| Q3 2013 | Chambers Str Pptys Com
CUSIP 157842105 | | LTD | 206,274 | 324,859 | +118,585 | $2,063,000 | $2,852,000 | +$789,000 | 2013-10-21 |
|---|
| Q3 2013 | Health Care REIT, Inc.
CUSIP 42217K106 | | LTD | 14,068 | 14,616 | +548 | $943,000 | $912,000 | -$31,000 | 2013-10-21 |
|---|
| Q3 2013 | Hcp Inc
CUSIP 40414L109 | | LTD | 18,970 | 20,428 | +1,458 | $862,000 | $837,000 | -$25,000 | 2013-10-21 |
|---|
| Q3 2013 | Carey Watermark Invsinc Price
CUSIP 14179A103 | | LTD | 10,100 | 10,126 | +26 | $101,000 | $101,000 | $0 | 2013-10-21 |
|---|
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