FANJ
PXMC

Financial Architects (New Jersey)’s POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO PXMC Stock Holding History

Financial Architects (New Jersey)’s Portfolio PXMC Stock Details PXMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-600
Closed -$24K – 1106
2014
Q4 		$24K Buy
+600
New +$23K 0.01% 492

Other funds holding PXMC

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Financial Architects (New Jersey) sold out of POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO (PXMC) in Q1 2015, closing a stake of 600 shares — an estimated $24K sold.

Financial Architects (New Jersey) first reported a position in PXMC in Q4 2014 and held it in 1 quarter. The position peaked at $24K in Q4 2014. 19 funds tracked by Wall St. Rank hold PXMC as of Q1 2015.

  • Financial Architects (New Jersey) reported no remaining POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position as of Q1 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 600 POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO shares in Q1 2015, an estimated $24K.
  • Financial Architects (New Jersey) first reported a position in POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO in Q4 2014 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position peaked at $24K in Q4 2014.
  • 19 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO as of Q1 2015.

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