Charles Schwab
WINS

Charles Schwab’s Wins Finance Holdings Inc. Ordinary Shares (Cayman Islands) WINS Stock Holding History

Charles Schwab’s Portfolio WINS Stock Details WINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,000
Closed -$286K – 3067
2017
Q3 		$286K Hold
2,000
– – ﹤0.01% 2890
2017
Q2 		$420K Hold
2,000
– – ﹤0.01% 2747
2017
Q1 		$290K Hold
2,000
– – ﹤0.01% 2830
2016
Q4 		$360K Buy
+2,000
New +$186K ﹤0.01% 2773

Other funds holding WINS

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCM
Laurion Capital Management New York $1.07B AUM 75.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return