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Financial Architects (New Jersey)’s Scansource SCSC Stock Holding History

Financial Architects (New Jersey)’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-500
Closed -$18K – 1428
2019
Q1 		$18K Hold
500
– – ﹤0.01% 923
2018
Q4 		$17K Hold
500
– – ﹤0.01% 848
2018
Q3 		$20K Buy
+500
New +$20.5K ﹤0.01% 928

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Architects (New Jersey)'s SCSC Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Scansource (SCSC) in Q2 2019, closing a stake of 500 shares — an estimated $18K sold.

Financial Architects (New Jersey) first reported a position in SCSC in Q3 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 168 funds tracked by Wall St. Rank hold SCSC as of Q2 2019.

  • Financial Architects (New Jersey) reported no remaining Scansource position as of Q2 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 500 Scansource shares in Q2 2019, an estimated $18K.
  • Financial Architects (New Jersey) first reported a position in Scansource in Q3 2018 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Scansource position peaked at $20K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held Scansource as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.