Financial Architects (New Jersey)’s Marrone Bio Innovations, Inc. MBII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-3,485	Closed	-$7K	–	1652
2016 Q4	$7K	Hold	3,485	–	–	﹤0.01%	1105
2016 Q3	$6K	Buy	3,485 +1,985	+132%	+$2.41K	﹤0.01%	1125
2016 Q2	$1K	Hold	1,500	–	–	﹤0.01%	1413
2016 Q1	$1K	Buy	+1,500	New	+$1.51K	﹤0.01%	1148
2015 Q3	–	Sell	-1,500	Closed	-$3K	–	1003
2015 Q2	$3K	Buy	+1,500	New	+$4.25K	﹤0.01%	1076
2015 Q1	–	Sell	-750	Closed	-$3K	–	1056
2014 Q4	$3K	Hold	750	–	–	﹤0.01%	917
2014 Q3	$2K	Buy	+750	New	+$5.01K	﹤0.01%	841

Other funds holding MBII

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Architects (New Jersey)'s MBII Position: Q1 2017 in Review

Financial Architects (New Jersey) sold out of Marrone Bio Innovations, Inc. (MBII) in Q1 2017, closing a stake of 3,485 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in MBII in Q3 2014 and held it in 7 quarters. The position peaked at $7K in Q4 2016. 24 funds tracked by Wall St. Rank hold MBII as of Q1 2017.

Financial Architects (New Jersey) reported no remaining Marrone Bio Innovations, Inc. position as of Q1 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 3,485 Marrone Bio Innovations, Inc. shares in Q1 2017, an estimated $7K.
Financial Architects (New Jersey) first reported a position in Marrone Bio Innovations, Inc. in Q3 2014 and held it in 7 quarters.
Financial Architects (New Jersey)'s Marrone Bio Innovations, Inc. position peaked at $7K in Q4 2016.
24 funds tracked by Wall St. Rank held Marrone Bio Innovations, Inc. as of Q1 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2017, filed 26 Apr 2017.