FANJ
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Financial Architects (New Jersey)’s Warner Bros WBD Stock Holding History

Financial Architects (New Jersey)’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$5K – 1518
2016
Q3 		$5K Hold
200
– – ﹤0.01% 1162
2016
Q2 		$5K Hold
200
– – ﹤0.01% 1139
2016
Q1 		$6K Buy
+200
New +$5.35K ﹤0.01% 875
2015
Q3 		– Sell
-200
Closed -$7K – 934
2015
Q2 		$7K Hold
200
– – ﹤0.01% 884
2015
Q1 		$6K Hold
200
– – ﹤0.01% 851
2014
Q4 		$7K Sell
200
-105
-34% -$3.64K ﹤0.01% 763
2014
Q3 		$12K Sell
305
-292
-49% -$12.2K 0.01% 562
2014
Q2 		$23K Buy
+597
New +$23.5K 0.01% 475
2013
Q4 		– Sell
-616
Closed -$26K – 567
2013
Q3 		$26K Hold
616
– – 0.02% 338
2013
Q2 		$25K Buy
+616
New +$24.6K 0.02% 320

Other funds holding WBD

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return