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Financial Architects (New Jersey)’s Estee Lauder EL Stock Holding History

Financial Architects (New Jersey)’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-40
Closed -$4K – 1417
2016
Q3 		$4K Hold
40
– – ﹤0.01% 1190
2016
Q2 		$4K Hold
40
– – ﹤0.01% 1164
2016
Q1 		$4K Buy
+40
New +$3.57K ﹤0.01% 928
2015
Q3 		– Sell
-2,000
Closed -$173K – 413
2015
Q2 		$173K Buy
+2,000
New +$173K 0.06% 214

Other funds holding EL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Financial Architects (New Jersey)'s EL Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of Estee Lauder (EL) in Q4 2016, closing a stake of 40 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in EL in Q2 2015 and held it in 4 quarters. The position peaked at $173K in Q2 2015. 622 funds tracked by Wall St. Rank hold EL as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining Estee Lauder position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 40 Estee Lauder shares in Q4 2016, an estimated $4K.
  • Financial Architects (New Jersey) first reported a position in Estee Lauder in Q2 2015 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Estee Lauder position peaked at $173K in Q2 2015.
  • 622 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.