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IFP Advisors’s Willamette Valley Vineyards WVVI Stock Holding History

IFP Advisors’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,000
Closed -$8K – 4126
2017
Q3 		$8K Hold
1,000
– – ﹤0.01% 3177
2017
Q2 		$8K Buy
+1,000
New +$8.01K ﹤0.01% 3183

Other funds holding WVVI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

IFP Advisors's WVVI Position: Q4 2017 in Review

IFP Advisors sold out of Willamette Valley Vineyards (WVVI) in Q4 2017, closing a stake of 1,000 shares — an estimated $8K sold.

IFP Advisors first reported a position in WVVI in Q2 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 23 funds tracked by Wall St. Rank hold WVVI as of Q4 2017.

  • IFP Advisors reported no remaining Willamette Valley Vineyards position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 1,000 Willamette Valley Vineyards shares in Q4 2017, an estimated $8K.
  • IFP Advisors first reported a position in Willamette Valley Vineyards in Q2 2017 and held it in 2 quarters.
  • IFP Advisors's Willamette Valley Vineyards position peaked at $8K in Q3 2017.
  • 23 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.