FANJ
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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
2019
Q3 		– Sell
-300
Closed -$39K – 1176
2019
Q2 		$39K Buy
+300
New +$43.5K 0.01% 559

Other funds holding UI

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
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
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.