Financial Architects (New Jersey)’s Avery Dennison AVY Stock Holding History

Financial Architects (New Jersey)’s Portfolio AVY Stock Details AVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,341	Closed	-$137K	–	1413
2018 Q2	$137K	Sell	1,341 -34	-2%	-$3.6K	0.02%	343
2018 Q1	$146K	Sell	1,375 -71	-5%	-$8.22K	0.03%	362
2017 Q4	$166K	Sell	1,446 -410	-22%	-$44.3K	0.03%	365
2017 Q3	$182K	Sell	1,856 -118	-6%	-$11.1K	0.03%	342
2017 Q2	$175K	Sell	1,974 -151	-7%	-$12.6K	0.03%	348
2017 Q1	$171K	Sell	2,125 -126	-6%	-$9.79K	0.03%	325
2016 Q4	$158K	Sell	2,251 -12	-0.5%	-$872	0.04%	293
2016 Q3	$176K	Hold	2,263	–	–	0.05%	279
2016 Q2	$169K	Buy	+2,263	New	+$168K	0.05%	273
2013 Q4	–	Sell	-37	Closed	-$2K	–	181
2013 Q3	$2K	Buy	+37	New	+$1.64K	﹤0.01%	682

Other funds holding AVY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Architects (New Jersey)'s AVY Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Avery Dennison (AVY) in Q3 2018, closing a stake of 1,341 shares — an estimated $137K sold.

Financial Architects (New Jersey) first reported a position in AVY in Q3 2013 and held it in 10 quarters. The position peaked at $182K in Q3 2017. 573 funds tracked by Wall St. Rank hold AVY as of Q3 2018.

Financial Architects (New Jersey) reported no remaining Avery Dennison position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,341 Avery Dennison shares in Q3 2018, an estimated $137K.
Financial Architects (New Jersey) first reported a position in Avery Dennison in Q3 2013 and held it in 10 quarters.
Financial Architects (New Jersey)'s Avery Dennison position peaked at $182K in Q3 2017.
573 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.