FANJ
OB

Financial Architects (New Jersey)’s Onebeacon Insurance Group Ltd OB Stock Holding History

Financial Architects (New Jersey)’s Portfolio OB Stock Details OB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-650
Closed -$11K – 1110
2014
Q4 		$11K Buy
+650
New +$10.4K ﹤0.01% 660

Other funds holding OB

NI
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Architects (New Jersey)'s OB Position: Q1 2015 in Review

Financial Architects (New Jersey) sold out of Onebeacon Insurance Group Ltd (OB) in Q1 2015, closing a stake of 650 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in OB in Q4 2014 and held it in 1 quarter. The position peaked at $11K in Q4 2014. 94 funds tracked by Wall St. Rank hold OB as of Q1 2015.

  • Financial Architects (New Jersey) reported no remaining Onebeacon Insurance Group Ltd position as of Q1 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 650 Onebeacon Insurance Group Ltd shares in Q1 2015, an estimated $11K.
  • Financial Architects (New Jersey) first reported a position in Onebeacon Insurance Group Ltd in Q4 2014 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Onebeacon Insurance Group Ltd position peaked at $11K in Q4 2014.
  • 94 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q1 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2015, filed 30 Apr 2015.