FANJ
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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 – 1505
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 – 827
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return