Aris Wealth Services, Inc. quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2015-06-30 to 2015-09-30, Aris Wealth Services, Inc. opened 11 positions, added to 7, reduced 126, sold out of 92 and left 63 unchanged. The largest increase in value was WELL (+$1,203,000); the largest decrease was XOMXXXX (-$1,554,000).
- WELL: Country of operation United States; Class LTD; Shares 2015-06-30 0; Shares 2015-09-30 17,766.
- KMT: Country of operation United States; Class COM; Shares 2015-06-30 0; Shares 2015-09-30 1,600.
- PPG: Country of operation United States; Class COM; Shares 2015-06-30 0; Shares 2015-09-30 400.
- KHC: Country of operation United States; Class COM; Shares 2015-06-30 0; Shares 2015-09-30 423.
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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