Financial Architects (New Jersey)’s Graco GGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-196	Closed	-$10K	–	874
2019 Q4	$10K	Hold	196	–	–	﹤0.01%	676
2019 Q3	$9K	Sell	196 -110	-36%	-$5.2K	﹤0.01%	738
2019 Q2	$15K	Hold	306	–	–	﹤0.01%	790
2019 Q1	$15K	Hold	306	–	–	﹤0.01%	980
2018 Q4	$13K	Hold	306	–	–	﹤0.01%	930
2018 Q3	$14K	Hold	306	–	–	﹤0.01%	1017
2018 Q2	$14K	Hold	306	–	–	﹤0.01%	901
2018 Q1	$14K	Sell	306 -72	-19%	-$3.29K	﹤0.01%	981
2017 Q4	$17K	Buy	378 +72	+24%	+$3.12K	﹤0.01%	1012
2017 Q3	$13K	Hold	306	–	–	﹤0.01%	1063
2017 Q2	$11K	Hold	306	–	–	﹤0.01%	1109
2017 Q1	$10K	Hold	306	–	–	﹤0.01%	1134
2016 Q4	$8K	Buy	+306	New	+$8.04K	﹤0.01%	1055
2016 Q2	–	Sell	-450	Closed	-$13K	–	1450
2016 Q1	$13K	Buy	+450	New	+$11.2K	﹤0.01%	685
2015 Q3	–	Sell	-201	Closed	-$5K	–	484
2015 Q2	$5K	Hold	201	–	–	﹤0.01%	948
2015 Q1	$5K	Hold	201	–	–	﹤0.01%	876
2014 Q4	$5K	Buy	+201	New	+$5.17K	﹤0.01%	829

Other funds holding GGG

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Financial Architects (New Jersey)'s GGG Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Graco (GGG) in Q1 2020, closing a stake of 196 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in GGG in Q4 2014 and held it in 17 quarters. The position peaked at $17K in Q4 2017. 441 funds tracked by Wall St. Rank hold GGG as of Q1 2020.

Financial Architects (New Jersey) reported no remaining Graco position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 196 Graco shares in Q1 2020, an estimated $10K.
Financial Architects (New Jersey) first reported a position in Graco in Q4 2014 and held it in 17 quarters.
Financial Architects (New Jersey)'s Graco position peaked at $17K in Q4 2017.
441 funds tracked by Wall St. Rank held Graco as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.