FANJ
PTC icon

Financial Architects (New Jersey)’s PTC PTC Stock Holding History

Financial Architects (New Jersey)’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-350
Closed -$19K – 1574
2017
Q2 		$19K Sell
350
-103
-23% -$5.67K ﹤0.01% 970
2017
Q1 		$24K Buy
+453
New +$23.9K ﹤0.01% 885

Other funds holding PTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Financial Architects (New Jersey)'s PTC Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of PTC (PTC) in Q3 2017, closing a stake of 350 shares — an estimated $19K sold.

Financial Architects (New Jersey) first reported a position in PTC in Q1 2017 and held it in 2 quarters. The position peaked at $24K in Q1 2017. 347 funds tracked by Wall St. Rank hold PTC as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining PTC position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 350 PTC shares in Q3 2017, an estimated $19K.
  • Financial Architects (New Jersey) first reported a position in PTC in Q1 2017 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s PTC position peaked at $24K in Q1 2017.
  • 347 funds tracked by Wall St. Rank held PTC as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.