Financial Architects (New Jersey)’s Patriot National, Inc. PN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-790	Closed	-$1K	–	1679
2017 Q3	$1K	Hold	790	–	–	﹤0.01%	1469
2017 Q2	$2K	Hold	790	–	–	﹤0.01%	1463
2017 Q1	$2K	Hold	790	–	–	﹤0.01%	1494
2016 Q4	$4K	Buy	+790	New	+$5.21K	﹤0.01%	1218

Other funds holding PN

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Financial Architects (New Jersey)'s PN Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Patriot National, Inc. (PN) in Q4 2017, closing a stake of 790 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in PN in Q4 2016 and held it in 4 quarters. The position peaked at $4K in Q4 2016. 3 funds tracked by Wall St. Rank hold PN as of Q4 2017.

Financial Architects (New Jersey) reported no remaining Patriot National, Inc. position as of Q4 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 790 Patriot National, Inc. shares in Q4 2017, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Patriot National, Inc. in Q4 2016 and held it in 4 quarters.
Financial Architects (New Jersey)'s Patriot National, Inc. position peaked at $4K in Q4 2016.
3 funds tracked by Wall St. Rank held Patriot National, Inc. as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.