Financial Architects (New Jersey)’s SANDRIDGE MISSISSIPPIAN TRUST II SDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,700	Closed	-$2K	–	1587
2018 Q3	$2K	Hold	1,700	–	–	﹤0.01%	1349
2018 Q2	$3K	Hold	1,700	–	–	﹤0.01%	1194
2018 Q1	$2K	Hold	1,700	–	–	﹤0.01%	1342
2017 Q4	$1K	Hold	1,700	–	–	﹤0.01%	1470
2017 Q3	$2K	Hold	1,700	–	–	﹤0.01%	1439
2017 Q2	$2K	Hold	1,700	–	–	﹤0.01%	1465
2017 Q1	$2K	Hold	1,700	–	–	﹤0.01%	1497
2016 Q4	$2K	Hold	1,700	–	–	﹤0.01%	1327
2016 Q3	$2K	Hold	1,700	–	–	﹤0.01%	1386
2016 Q2	$3K	Hold	1,700	–	–	﹤0.01%	1271
2016 Q1	$3K	Buy	+1,700	New	+$2.91K	﹤0.01%	1013

Other funds holding SDR

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Financial Architects (New Jersey)'s SDR Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of SANDRIDGE MISSISSIPPIAN TRUST II (SDR) in Q4 2018, closing a stake of 1,700 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in SDR in Q1 2016 and held it in 11 quarters. The position peaked at $3K in Q2 2018. 23 funds tracked by Wall St. Rank hold SDR as of Q4 2018.

Financial Architects (New Jersey) reported no remaining SANDRIDGE MISSISSIPPIAN TRUST II position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,700 SANDRIDGE MISSISSIPPIAN TRUST II shares in Q4 2018, an estimated $2K.
Financial Architects (New Jersey) first reported a position in SANDRIDGE MISSISSIPPIAN TRUST II in Q1 2016 and held it in 11 quarters.
Financial Architects (New Jersey)'s SANDRIDGE MISSISSIPPIAN TRUST II position peaked at $3K in Q2 2018.
23 funds tracked by Wall St. Rank held SANDRIDGE MISSISSIPPIAN TRUST II as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.