Financial Architects (New Jersey)’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-632	Closed	-$29K	–	1168
2015 Q2	$29K	Buy	632 +432	+216%	+$21.2K	0.01%	550
2015 Q1	$10K	Sell	200 -424	-68%	-$21.1K	﹤0.01%	734
2014 Q4	$31K	Hold	624	–	–	0.01%	432
2014 Q3	$26K	Hold	624	–	–	0.01%	430
2014 Q2	$24K	Buy	+624	New	+$24.9K	0.01%	468
2013 Q4	–	Sell	-624	Closed	-$22K	–	692
2013 Q3	$22K	Hold	624	–	–	0.01%	378
2013 Q2	$24K	Buy	+624	New	+$28.6K	0.02%	329

Other funds holding SWI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

BFA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

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

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Financial Architects (New Jersey)'s SWI Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of SOLARWINDS INC COM STK (DE) (SWI) in Q3 2015, closing a stake of 632 shares — an estimated $29K sold.

Financial Architects (New Jersey) first reported a position in SWI in Q2 2013 and held it in 7 quarters. The position peaked at $31K in Q4 2014. 225 funds tracked by Wall St. Rank hold SWI as of Q3 2015.

Financial Architects (New Jersey) reported no remaining SOLARWINDS INC COM STK (DE) position as of Q3 2015 after selling out during the quarter.
Financial Architects (New Jersey) sold 632 SOLARWINDS INC COM STK (DE) shares in Q3 2015, an estimated $29K.
Financial Architects (New Jersey) first reported a position in SOLARWINDS INC COM STK (DE) in Q2 2013 and held it in 7 quarters.
Financial Architects (New Jersey)'s SOLARWINDS INC COM STK (DE) position peaked at $31K in Q4 2014.
225 funds tracked by Wall St. Rank held SOLARWINDS INC COM STK (DE) as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.