FANJ
CMCSK

Financial Architects (New Jersey)’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

Financial Architects (New Jersey)’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,789
Closed -$274K – 232
2015
Q3 		$274K Buy
+4,789
New +$274K 0.12% 158
2015
Q2 		– Sell
-4,989
Closed -$280K – 1294
2015
Q1 		$280K Buy
4,989
+34
+0.7% +$1.91K 0.11% 148
2014
Q4 		$285K Buy
4,955
+135
+3% +$7.76K 0.12% 132
2014
Q3 		$258K Buy
4,820
+145
+3% +$7.76K 0.13% 124
2014
Q2 		$249K Hold
4,675
– – 0.12% 130
2014
Q1 		$228K Sell
4,675
-400
-8% -$19.5K 0.14% 131
2013
Q4 		$253K Hold
5,075
– – 0.15% 126
2013
Q3 		$221K Hold
5,075
– – 0.14% 118
2013
Q2 		$200K Buy
+5,075
New +$200K 0.15% 112

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Financial Architects (New Jersey)'s CMCSK Position: Q4 2015 in Review

Financial Architects (New Jersey) sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 4,789 shares — an estimated $274K sold.

Financial Architects (New Jersey) first reported a position in CMCSK in Q2 2013 and held it in 9 quarters. The position peaked at $285K in Q4 2014. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • Financial Architects (New Jersey) reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 4,789 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $274K.
  • Financial Architects (New Jersey) first reported a position in COMCAST CORP SPL A (NEW) in Q2 2013 and held it in 9 quarters.
  • Financial Architects (New Jersey)'s COMCAST CORP SPL A (NEW) position peaked at $285K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2015, filed 16 Feb 2016.