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Financial Architects (New Jersey)’s VOC Energy VOC Stock Holding History

Financial Architects (New Jersey)’s Portfolio VOC Stock Details VOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-800
Closed -$3K – 1606
2017
Q3 		$3K Buy
+800
New +$3.05K ﹤0.01% 1379

Other funds holding VOC

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Financial Architects (New Jersey)'s VOC Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of VOC Energy (VOC) in Q4 2017, closing a stake of 800 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in VOC in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 32 funds tracked by Wall St. Rank hold VOC as of Q4 2017.

  • Financial Architects (New Jersey) reported no remaining VOC Energy position as of Q4 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 800 VOC Energy shares in Q4 2017, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in VOC Energy in Q3 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s VOC Energy position peaked at $3K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held VOC Energy as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.