FANJ
VWTR

Financial Architects (New Jersey)’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History

Financial Architects (New Jersey)’s Portfolio VWTR Stock Details VWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$2K – 989
2014
Q2 		$2K Buy
+100
New +$2.34K ﹤0.01% 870

Other funds holding VWTR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return

Financial Architects (New Jersey)'s VWTR Position: Q3 2014 in Review

Financial Architects (New Jersey) sold out of Vidler Water Resouces, Inc. Common Stock (VWTR) in Q3 2014, closing a stake of 100 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in VWTR in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 97 funds tracked by Wall St. Rank hold VWTR as of Q3 2014.

  • Financial Architects (New Jersey) reported no remaining Vidler Water Resouces, Inc. Common Stock position as of Q3 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 Vidler Water Resouces, Inc. Common Stock shares in Q3 2014, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Vidler Water Resouces, Inc. Common Stock in Q2 2014 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Vidler Water Resouces, Inc. Common Stock position peaked at $2K in Q2 2014.
  • 97 funds tracked by Wall St. Rank held Vidler Water Resouces, Inc. Common Stock as of Q3 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2014, filed 24 Oct 2014.