Financial Architects (New Jersey)’s Ubiquiti UI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10	Closed	-$2K	–	928
2019 Q4	$2K	Hold	10	–	–	﹤0.01%	852
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	973
2019 Q2	$1K	Buy	+10	New	+$1.45K	﹤0.01%	1167
2015 Q2	–	Sell	-1,000	Closed	-$30K	–	1258
2015 Q1	$30K	Hold	1,000	–	–	0.01%	488
2014 Q4	$30K	Buy	+1,000	New	+$31.9K	0.01%	439
2014 Q3	–	Sell	-506	Closed	-$23K	–	975
2014 Q2	$23K	Buy	+506	New	+$19.9K	0.01%	473

Other funds holding UI

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Architects (New Jersey)'s UI Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Ubiquiti (UI) in Q1 2020, closing a stake of 10 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in UI in Q2 2014 and held it in 6 quarters. The position peaked at $30K in Q1 2015. 190 funds tracked by Wall St. Rank hold UI as of Q1 2020.

Financial Architects (New Jersey) reported no remaining Ubiquiti position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 10 Ubiquiti shares in Q1 2020, an estimated $2K.
Financial Architects (New Jersey) first reported a position in Ubiquiti in Q2 2014 and held it in 6 quarters.
Financial Architects (New Jersey)'s Ubiquiti position peaked at $30K in Q1 2015.
190 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.