FANJ
PER

Financial Architects (New Jersey)’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

Financial Architects (New Jersey)’s Portfolio PER Stock Details PER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$2K – 1070
2014
Q3 		$2K Buy
+200
New +$2.35K ﹤0.01% 843

Other funds holding PER

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Financial Architects (New Jersey)'s PER Position: Q4 2014 in Review

Financial Architects (New Jersey) sold out of SANDRIDGE PERMIAN TRUST (PER) in Q4 2014, closing a stake of 200 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in PER in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 48 funds tracked by Wall St. Rank hold PER as of Q4 2014.

  • Financial Architects (New Jersey) reported no remaining SANDRIDGE PERMIAN TRUST position as of Q4 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 SANDRIDGE PERMIAN TRUST shares in Q4 2014, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in SANDRIDGE PERMIAN TRUST in Q3 2014 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s SANDRIDGE PERMIAN TRUST position peaked at $2K in Q3 2014.
  • 48 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q4 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2014, filed 3 Feb 2015.