Financial Architects (New Jersey)’s National Vision EYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-600	Closed	-$27K	–	1376
2018 Q3	$27K	Buy	600 +200	+50%	+$8.43K	﹤0.01%	831
2018 Q2	$15K	Hold	400	–	–	﹤0.01%	883
2018 Q1	$13K	Hold	400	–	–	﹤0.01%	995
2017 Q4	$16K	Buy	+400	New	+$13.1K	﹤0.01%	1021

Other funds holding EYE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Architects (New Jersey)'s EYE Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of National Vision (EYE) in Q4 2018, closing a stake of 600 shares — an estimated $27K sold.

Financial Architects (New Jersey) first reported a position in EYE in Q4 2017 and held it in 4 quarters. The position peaked at $27K in Q3 2018. 146 funds tracked by Wall St. Rank hold EYE as of Q4 2018.

Financial Architects (New Jersey) reported no remaining National Vision position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 600 National Vision shares in Q4 2018, an estimated $27K.
Financial Architects (New Jersey) first reported a position in National Vision in Q4 2017 and held it in 4 quarters.
Financial Architects (New Jersey)'s National Vision position peaked at $27K in Q3 2018.
146 funds tracked by Wall St. Rank held National Vision as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.