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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
2018
Q2 		– Sell
-800
Closed -$17K – 1518
2018
Q1 		$17K Buy
800
+400
+100% +$9.51K ﹤0.01% 931
2017
Q4 		$9K Buy
+400
New +$7.81K ﹤0.01% 1182

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Financial Architects (New Jersey)'s WBD Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of Warner Bros (WBD) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in WBD in Q2 2013 and held it in 10 quarters. The position peaked at $26K in Q3 2013. 454 funds tracked by Wall St. Rank hold WBD as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining Warner Bros position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 Warner Bros shares in Q4 2016, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in Warner Bros in Q2 2013 and held it in 10 quarters.
  • Financial Architects (New Jersey)'s Warner Bros position peaked at $26K in Q3 2013.
  • 454 funds tracked by Wall St. Rank held Warner Bros as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.