FANJ
BBRC

Financial Architects (New Jersey)’s Columbia Beyond BRICs ETF BBRC Stock Holding History

Financial Architects (New Jersey)’s Portfolio BBRC Stock Details BBRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-138
Closed -$3K – 1143
2015
Q2 		$3K Buy
+138
New +$2.75K ﹤0.01% 1083
2015
Q1 		– Sell
-119
Closed -$2K – 1081
2014
Q4 		$2K Buy
+119
New +$2.52K ﹤0.01% 952

Other funds holding BBRC

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Architects (New Jersey)'s BBRC Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of Columbia Beyond BRICs ETF (BBRC) in Q3 2015, closing a stake of 138 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in BBRC in Q4 2014 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 37 funds tracked by Wall St. Rank hold BBRC as of Q3 2015.

  • Financial Architects (New Jersey) reported no remaining Columbia Beyond BRICs ETF position as of Q3 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 138 Columbia Beyond BRICs ETF shares in Q3 2015, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Columbia Beyond BRICs ETF in Q4 2014 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Columbia Beyond BRICs ETF position peaked at $3K in Q2 2015.
  • 37 funds tracked by Wall St. Rank held Columbia Beyond BRICs ETF as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.