Financial Architects (New Jersey)’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-34	Closed	-$2K	–	1447
2019 Q1	$2K	Sell	34 -48	-59%	-$3.33K	﹤0.01%	1335
2018 Q4	$5K	Buy	82 +63	+332%	+$4.51K	﹤0.01%	1146
2018 Q3	$2K	Sell	19 -17	-47%	-$1.49K	﹤0.01%	1339
2018 Q2	$4K	Buy	+36	New	+$3.57K	﹤0.01%	1151
2016 Q4	–	Sell	-47	Closed	-$3K	–	1492
2016 Q3	$3K	Hold	47	–	–	﹤0.01%	1267
2016 Q2	$3K	Hold	47	–	–	﹤0.01%	1238
2016 Q1	$3K	Buy	+47	New	+$2.67K	﹤0.01%	994
2015 Q3	–	Sell	-28	Closed	-$2K	–	813
2015 Q2	$2K	Sell	28 -81	-74%	-$6.31K	﹤0.01%	1115
2015 Q1	$8K	Sell	109 -17	-13%	-$1.27K	﹤0.01%	777
2014 Q4	$10K	Buy	+126	New	+$9.46K	﹤0.01%	678

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Financial Architects (New Jersey) sold out of State Street (STT) in Q2 2019, closing a stake of 34 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in STT in Q4 2014 and held it in 10 quarters. The position peaked at $10K in Q4 2014. 780 funds tracked by Wall St. Rank hold STT as of Q2 2019.

Financial Architects (New Jersey) reported no remaining State Street position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 34 State Street shares in Q2 2019, an estimated $2K.
Financial Architects (New Jersey) first reported a position in State Street in Q4 2014 and held it in 10 quarters.
Financial Architects (New Jersey)'s State Street position peaked at $10K in Q4 2014.
780 funds tracked by Wall St. Rank held State Street as of Q2 2019.

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