FMWA
WIN

Forvis Mazars Wealth Advisors’s Windstream Holdings Inc WIN Stock Holding History

Forvis Mazars 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
2013
Q3 		– Sell
-3,072
Closed -$186K – 155
2013
Q2 		$186K Buy
+3,072
New +$200K 0.15% 94

Other funds holding WIN

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forvis Mazars Wealth Advisors's WIN Position: Q3 2013 in Review

Forvis Mazars Wealth Advisors sold out of Windstream Holdings Inc (WIN) in Q3 2013, closing a stake of 3,072 shares — an estimated $186K sold.

Forvis Mazars Wealth Advisors first reported a position in WIN in Q2 2013 and held it in 1 quarter. The position peaked at $186K in Q2 2013. 415 funds tracked by Wall St. Rank hold WIN as of Q3 2013.

  • Forvis Mazars Wealth Advisors reported no remaining Windstream Holdings Inc position as of Q3 2013 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,072 Windstream Holdings Inc shares in Q3 2013, an estimated $186K.
  • Forvis Mazars Wealth Advisors first reported a position in Windstream Holdings Inc in Q2 2013 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Windstream Holdings Inc position peaked at $186K in Q2 2013.
  • 415 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q3 2013.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.