Financial Architects (New Jersey)’s Steris STE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-100	Closed	-$7K	–	1501
2016 Q2	$7K	Hold	100	–	–	﹤0.01%	1052
2016 Q1	$7K	Buy	+100	New	+$6.76K	﹤0.01%	835
2015 Q3	–	Sell	-239	Closed	-$15K	–	812
2015 Q2	$15K	Hold	239	–	–	0.01%	703
2015 Q1	$17K	Hold	239	–	–	0.01%	611
2014 Q4	$15K	Hold	239	–	–	0.01%	588
2014 Q3	$13K	Buy	+239	New	+$13K	0.01%	542
2013 Q4	–	Sell	-52	Closed	-$2K	–	511
2013 Q3	$2K	Buy	+52	New	+$2.26K	﹤0.01%	699

Other funds holding STE

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Architects (New Jersey)'s STE Position: Q3 2016 in Review

Financial Architects (New Jersey) sold out of Steris (STE) in Q3 2016, closing a stake of 100 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in STE in Q3 2013 and held it in 7 quarters. The position peaked at $17K in Q1 2015. 298 funds tracked by Wall St. Rank hold STE as of Q3 2016.

Financial Architects (New Jersey) reported no remaining Steris position as of Q3 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 100 Steris shares in Q3 2016, an estimated $7K.
Financial Architects (New Jersey) first reported a position in Steris in Q3 2013 and held it in 7 quarters.
Financial Architects (New Jersey)'s Steris position peaked at $17K in Q1 2015.
298 funds tracked by Wall St. Rank held Steris as of Q3 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2016, filed 28 Oct 2016.