Aris Wealth Services, Inc. quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2015-06-30 to 2015-09-30, Aris Wealth Services, Inc. opened 0 positions, added to 0, reduced 5, sold out of 2 and left 4 unchanged. The largest increase in value was Hcp Inc (+$18,000); the largest decrease was HEALTH CARE REIT INC COM (-$1,194,000).
- HEALTH CARE REIT INC COM: Country of operation —; Class LTD; Shares 2015-06-30 18,186; Shares 2015-09-30 0.
- AMERICAN RLTY CAP PPTYS INC COM: Country of operation —; Class LTD; Shares 2015-06-30 1,474; Shares 2015-09-30 0.
Two Form 13F-HR filings compared (SEC CIK 1347935): 2015-06-30 (filed 2015-08-13) and 2015-09-30 (filed 2015-11-10). 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; share change is the position change.
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