Aris Wealth Services, Inc. historic quarter change: USA Everything Else, New
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.
- Q1 2015: Stock FT Unit 4348 Sr Ln & Ltd Durat; Country of operation —; Class LTD; Shares before 0.
- Q1 2015: Stock American Rlty Cap Pptys Inc Co; Country of operation —; Class LTD; Shares before 0.
- Q1 2015: Stock Northstar Rlty Fin Corp Com; Country of operation —; Class LTD; Shares before 0.
- Q1 2015: Stock ALLIANCE HOLDINGS GP LP COM UN; Country of operation —; Class LTD; Shares before 0.
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.
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