FANJ
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Financial Architects (New Jersey)’s Icon ICLR Stock Holding History

Financial Architects (New Jersey)’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-49
Closed -$5K – 1489
2017
Q4 		$5K Sell
49
-3
-6% -$346 ﹤0.01% 1289
2017
Q3 		$6K Hold
52
– – ﹤0.01% 1241
2017
Q2 		$5K Buy
52
+2
+4% +$177 ﹤0.01% 1279
2017
Q1 		$4K Hold
50
– – ﹤0.01% 1331
2016
Q4 		$4K Hold
50
– – ﹤0.01% 1189
2016
Q3 		$4K Hold
50
– – ﹤0.01% 1193
2016
Q2 		$4K Hold
50
– – ﹤0.01% 1167
2016
Q1 		$4K Buy
+50
New +$3.5K ﹤0.01% 933
2015
Q3 		– Sell
-2,050
Closed -$138K – 537
2015
Q2 		$138K Buy
+2,050
New +$138K 0.05% 245
2015
Q1 		– Sell
-1,500
Closed -$76K – 980
2014
Q4 		$76K Hold
1,500
– – 0.03% 293
2014
Q3 		$86K Hold
1,500
– – 0.04% 247
2014
Q2 		$71K Buy
+1,500
New +$64.8K 0.03% 280

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return