Financial Architects (New Jersey)’s Carter's CRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-37	Closed	-$3K	–	1491
2017 Q2	$3K	Hold	37	–	–	﹤0.01%	1370
2017 Q1	$3K	Hold	37	–	–	﹤0.01%	1369
2016 Q4	$3K	Hold	37	–	–	﹤0.01%	1229
2016 Q3	$3K	Hold	37	–	–	﹤0.01%	1240
2016 Q2	$4K	Buy	37 +10	+37%	+$1.03K	﹤0.01%	1162
2016 Q1	$3K	Buy	+27	New	+$2.59K	﹤0.01%	970
2015 Q3	–	Sell	-27	Closed	-$3K	–	355
2015 Q2	$3K	Buy	+27	New	+$2.71K	﹤0.01%	1039

Other funds holding CRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Architects (New Jersey)'s CRI Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of Carter's (CRI) in Q3 2017, closing a stake of 37 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in CRI in Q2 2015 and held it in 7 quarters. The position peaked at $4K in Q2 2016. 321 funds tracked by Wall St. Rank hold CRI as of Q3 2017.

Financial Architects (New Jersey) reported no remaining Carter's position as of Q3 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 37 Carter's shares in Q3 2017, an estimated $3K.
Financial Architects (New Jersey) first reported a position in Carter's in Q2 2015 and held it in 7 quarters.
Financial Architects (New Jersey)'s Carter's position peaked at $4K in Q2 2016.
321 funds tracked by Wall St. Rank held Carter's as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.