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Freedom Investment Management’s Winmark WINA Stock Holding History

Freedom Investment Management’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,609
Closed -$212K – 1182
2017
Q3 		$212K Buy
+1,609
New +$211K 0.01% 999

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BlackRock
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Kayne Anderson Rudnick Investment Management
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Vanguard Group
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NEI
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State Street
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Freedom Investment Management's WINA Position: Q4 2017 in Review

Freedom Investment Management sold out of Winmark (WINA) in Q4 2017, closing a stake of 1,609 shares — an estimated $212K sold.

Freedom Investment Management first reported a position in WINA in Q3 2017 and held it in 1 quarter. The position peaked at $212K in Q3 2017. 88 funds tracked by Wall St. Rank hold WINA as of Q4 2017.

  • Freedom Investment Management reported no remaining Winmark position as of Q4 2017 after selling out during the quarter.
  • Freedom Investment Management sold 1,609 Winmark shares in Q4 2017, an estimated $212K.
  • Freedom Investment Management first reported a position in Winmark in Q3 2017 and held it in 1 quarter.
  • Freedom Investment Management's Winmark position peaked at $212K in Q3 2017.
  • 88 funds tracked by Wall St. Rank held Winmark as of Q4 2017.

Based on Freedom Investment Management's 13F filing for Q4 2017, filed 25 Jan 2018.