BRWA
WIN

B. Riley Wealth Advisors’s Windstream Holdings Inc WIN Stock Holding History

B. Riley Wealth Advisors’s Portfolio WIN Stock Details WIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-659
Closed -$43 – 2408
2014
Q4 		$43 Buy
+659
New +$50.4K ﹤0.01% 2177
2014
Q3 		– Sell
-1,105
Closed -$86.2K – 2238
2014
Q2 		$86.2K Sell
1,105
-30
-3% -$2.19K 0.02% 785
2014
Q1 		$73K Buy
1,135
+222
+24% +$13.8K 0.02% 688
2013
Q4 		$57K Buy
913
+29
+3% +$1.88K 0.02% 650
2013
Q3 		$55K Sell
884
-121
-12% -$7.81K 0.02% 638
2013
Q2 		$61K Buy
+1,005
New +$65.5K 0.02% 645

Other funds holding WIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

B. Riley Wealth Advisors's WIN Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Windstream Holdings Inc (WIN) in Q1 2015, closing a stake of 659 shares — an estimated $43 sold.

B. Riley Wealth Advisors first reported a position in WIN in Q2 2013 and held it in 6 quarters. The position peaked at $86.2K in Q2 2014. 444 funds tracked by Wall St. Rank hold WIN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Windstream Holdings Inc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 659 Windstream Holdings Inc shares in Q1 2015, an estimated $43.
  • B. Riley Wealth Advisors first reported a position in Windstream Holdings Inc in Q2 2013 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Windstream Holdings Inc position peaked at $86.2K in Q2 2014.
  • 444 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.