Janney Montgomery Scott
WINC

Janney Montgomery Scott’s Western Asset Short Duration Income ETF WINC Stock Holding History

Janney Montgomery Scott’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
2024
Q1 		– Sell
-13,140
Closed -$314K – 2844
2023
Q4 		$314K Buy
+13,140
New +$308K ﹤0.01% 2190

Other funds holding WINC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $905M AUM 17.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott's WINC Position: Q1 2024 in Review

Janney Montgomery Scott sold out of Western Asset Short Duration Income ETF (WINC) in Q1 2024, closing a stake of 13,140 shares — an estimated $314K sold.

Janney Montgomery Scott first reported a position in WINC in Q4 2023 and held it in 1 quarter. The position peaked at $314K in Q4 2023. 11 funds tracked by Wall St. Rank hold WINC as of Q1 2024.

  • Janney Montgomery Scott reported no remaining Western Asset Short Duration Income ETF position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 13,140 Western Asset Short Duration Income ETF shares in Q1 2024, an estimated $314K.
  • Janney Montgomery Scott first reported a position in Western Asset Short Duration Income ETF in Q4 2023 and held it in 1 quarter.
  • Janney Montgomery Scott's Western Asset Short Duration Income ETF position peaked at $314K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.