Financial Architects (New Jersey)’s Evolent Health EVH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-500	Closed	-$9K	–	1519
2017 Q3	$9K	Sell	500 -500	-50%	-$10.3K	﹤0.01%	1148
2017 Q2	$25K	Hold	1,000	–	–	﹤0.01%	894
2017 Q1	$22K	Hold	1,000	–	–	﹤0.01%	911
2016 Q4	$15K	Hold	1,000	–	–	﹤0.01%	908
2016 Q3	$25K	Hold	1,000	–	–	0.01%	781
2016 Q2	$19K	Hold	1,000	–	–	0.01%	802
2016 Q1	$11K	Buy	+1,000	New	+$10.3K	﹤0.01%	725
2015 Q3	–	Sell	-1,000	Closed	-$20K	–	436
2015 Q2	$20K	Buy	+1,000	New	+$18.6K	0.01%	643

Other funds holding EVH

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Financial Architects (New Jersey)'s EVH Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Evolent Health (EVH) in Q4 2017, closing a stake of 500 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in EVH in Q2 2015 and held it in 8 quarters. The position peaked at $25K in Q2 2017. 156 funds tracked by Wall St. Rank hold EVH as of Q4 2017.

Financial Architects (New Jersey) reported no remaining Evolent Health position as of Q4 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 500 Evolent Health shares in Q4 2017, an estimated $9K.
Financial Architects (New Jersey) first reported a position in Evolent Health in Q2 2015 and held it in 8 quarters.
Financial Architects (New Jersey)'s Evolent Health position peaked at $25K in Q2 2017.
156 funds tracked by Wall St. Rank held Evolent Health as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.