Financial Architects (New Jersey)’s Brunswick BC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-200	Closed	-$10K	–	905
2019 Q3	$10K	Hold	200	–	–	﹤0.01%	720
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	898
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	1079
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	1009
2018 Q3	$13K	Hold	200	–	–	﹤0.01%	1034
2018 Q2	$13K	Hold	200	–	–	﹤0.01%	919
2018 Q1	$12K	Hold	200	–	–	﹤0.01%	1016
2017 Q4	$11K	Hold	200	–	–	﹤0.01%	1117
2017 Q3	$11K	Sell	200 -58	-22%	-$3.26K	﹤0.01%	1097
2017 Q2	$16K	Buy	+258	New	+$15K	﹤0.01%	1019

Other funds holding BC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Financial Architects (New Jersey)'s BC Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Brunswick (BC) in Q4 2019, closing a stake of 200 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in BC in Q2 2017 and held it in 10 quarters. The position peaked at $16K in Q2 2017. 317 funds tracked by Wall St. Rank hold BC as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Brunswick position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 Brunswick shares in Q4 2019, an estimated $10K.
Financial Architects (New Jersey) first reported a position in Brunswick in Q2 2017 and held it in 10 quarters.
Financial Architects (New Jersey)'s Brunswick position peaked at $16K in Q2 2017.
317 funds tracked by Wall St. Rank held Brunswick as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.