FANJ
NICE icon

Financial Architects (New Jersey)’s Nice NICE Stock Holding History

Financial Architects (New Jersey)’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-300
Closed -$34K – 1439
2018
Q3 		$34K Hold
300
– – 0.01% 763
2018
Q2 		$31K Hold
300
– – 0.01% 694
2018
Q1 		$28K Hold
300
– – 0.01% 800
2017
Q4 		$28K Sell
300
-1,100
-79% -$93.6K ﹤0.01% 876
2017
Q3 		$114K Buy
1,400
+400
+40% +$31.1K 0.02% 469
2017
Q2 		$79K Hold
1,000
– – 0.01% 543
2017
Q1 		$68K Hold
1,000
– – 0.01% 573
2016
Q4 		$69K Hold
1,000
– – 0.02% 486
2016
Q3 		$67K Hold
1,000
– – 0.02% 488
2016
Q2 		$64K Hold
1,000
– – 0.02% 480
2016
Q1 		$65K Buy
+1,000
New +$59.9K 0.02% 352
2015
Q3 		– Sell
-1,000
Closed -$64K – 659
2015
Q2 		$64K Hold
1,000
– – 0.02% 389
2015
Q1 		$61K Hold
1,000
– – 0.02% 369
2014
Q4 		$51K Hold
1,000
– – 0.02% 339
2014
Q3 		$41K Hold
1,000
– – 0.02% 338
2014
Q2 		$41K Buy
+1,000
New +$41.4K 0.02% 356
2013
Q4 		– Sell
-1,000
Closed -$41K – 410
2013
Q3 		$41K Hold
1,000
– – 0.03% 268
2013
Q2 		$37K Buy
+1,000
New +$36.1K 0.03% 270

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O
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Principal Financial Group
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return