Cambridge Investment Research Advisors
WINC

Cambridge Investment Research Advisors’s Western Asset Short Duration Income ETF WINC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio WINC Stock Details WINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,046
Closed -$375K – 3272
2023
Q2 		$375K Sell
16,046
-858
-5% -$20.2K ﹤0.01% 2355
2023
Q1 		$400K Sell
16,904
-41
-0.2% -$968 ﹤0.01% 2253
2022
Q4 		$397K Sell
16,945
-897
-5% -$20.9K ﹤0.01% 2209
2022
Q3 		$412K Sell
17,842
-3,011
-14% -$71.5K ﹤0.01% 2091
2022
Q2 		$494K Buy
20,853
+518
+3% +$12.5K ﹤0.01% 1975
2022
Q1 		$502K Sell
20,335
-3,217
-14% -$81.1K ﹤0.01% 2093
2021
Q4 		$610K Buy
23,552
+81
+0.3% +$2.1K ﹤0.01% 1949
2021
Q3 		$617K Sell
23,471
-3,985
-15% -$105K ﹤0.01% 1884
2021
Q2 		$723K Buy
27,456
+3,790
+16% +$99.4K ﹤0.01% 1780
2021
Q1 		$616K Hold
23,666
– – ﹤0.01% 1741
2020
Q4 		$620K Buy
23,666
+9,600
+68% +$249K ﹤0.01% 1624
2020
Q3 		$359K Buy
14,066
+1,510
+12% +$38.5K ﹤0.01% 1811
2020
Q2 		$314K Buy
12,556
+1,156
+10% +$28K ﹤0.01% 1850
2020
Q1 		$257K Buy
+11,400
New +$286K ﹤0.01% 1773

Other funds holding WINC

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors's WINC Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Western Asset Short Duration Income ETF (WINC) in Q3 2023, closing a stake of 16,046 shares — an estimated $375K sold.

Cambridge Investment Research Advisors first reported a position in WINC in Q1 2020 and held it in 14 quarters. The position peaked at $723K in Q2 2021. 8 funds tracked by Wall St. Rank hold WINC as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining Western Asset Short Duration Income ETF position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 16,046 Western Asset Short Duration Income ETF shares in Q3 2023, an estimated $375K.
  • Cambridge Investment Research Advisors first reported a position in Western Asset Short Duration Income ETF in Q1 2020 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's Western Asset Short Duration Income ETF position peaked at $723K in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.