Financial Architects (New Jersey)’s USA Compression Partners USAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-900	Closed	-$16K	–	931
2019 Q4	$16K	Hold	900	–	–	﹤0.01%	607
2019 Q3	$16K	Buy	+900	New	+$15.2K	﹤0.01%	645
2014 Q4	–	Sell	-200	Closed	-$5K	–	1039
2014 Q3	$5K	Sell	200 -1,500	-88%	-$37.7K	﹤0.01%	753
2014 Q2	$44K	Buy	+1,700	New	+$44.3K	0.02%	341
2013 Q4	–	Sell	-200	Closed	-$5K	–	541
2013 Q3	$5K	Hold	200	–	–	﹤0.01%	581
2013 Q2	$5K	Buy	+200	New	+$4.31K	﹤0.01%	560

Other funds holding USAC

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DAC

Dividend Assets Capital Ridgeland, South Carolina $501M AUM 13.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Architects (New Jersey) sold out of USA Compression Partners (USAC) in Q1 2020, closing a stake of 900 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in USAC in Q2 2013 and held it in 6 quarters. The position peaked at $44K in Q2 2014. 75 funds tracked by Wall St. Rank hold USAC as of Q1 2020.

Financial Architects (New Jersey) reported no remaining USA Compression Partners position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 900 USA Compression Partners shares in Q1 2020, an estimated $16K.
Financial Architects (New Jersey) first reported a position in USA Compression Partners in Q2 2013 and held it in 6 quarters.
Financial Architects (New Jersey)'s USA Compression Partners position peaked at $44K in Q2 2014.
75 funds tracked by Wall St. Rank held USA Compression Partners as of Q1 2020.

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