FANJ
BRY

Financial Architects (New Jersey)’s Berry Corp BRY Stock Holding History

Financial Architects (New Jersey)’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,500
Closed -$17K – 1218
2019
Q1 		$17K Hold
1,500
– – ﹤0.01% 938
2018
Q4 		$13K Buy
+1,500
New +$20.1K ﹤0.01% 923

Other funds holding BRY

BSP
Benefit Street Partners New York $69.6M AUM
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
VCM
Venor Capital Management New York $58.9M AUM 37.72% 1-Year Est. Return

Financial Architects (New Jersey)'s BRY Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Berry Corp (BRY) in Q2 2019, closing a stake of 1,500 shares — an estimated $17K sold.

Financial Architects (New Jersey) first reported a position in BRY in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 116 funds tracked by Wall St. Rank hold BRY as of Q2 2019.

  • Financial Architects (New Jersey) reported no remaining Berry Corp position as of Q2 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,500 Berry Corp shares in Q2 2019, an estimated $17K.
  • Financial Architects (New Jersey) first reported a position in Berry Corp in Q4 2018 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Berry Corp position peaked at $17K in Q1 2019.
  • 116 funds tracked by Wall St. Rank held Berry Corp as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.