PFS
WINC

Prospera Financial Services’s Western Asset Short Duration Income ETF WINC Stock Holding History

Prospera Financial Services’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
2020
Q4 		– Sell
-4,380
Closed -$112K – 1580
2020
Q3 		$112K Buy
+4,380
New +$112K 0.04% 379

Other funds holding WINC

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Citadel Advisors
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Prospera Financial Services's WINC Position: Q4 2020 in Review

Prospera Financial Services sold out of Western Asset Short Duration Income ETF (WINC) in Q4 2020, closing a stake of 4,380 shares — an estimated $112K sold.

Prospera Financial Services first reported a position in WINC in Q3 2020 and held it in 1 quarter. The position peaked at $112K in Q3 2020. 8 funds tracked by Wall St. Rank hold WINC as of Q4 2020.

  • Prospera Financial Services reported no remaining Western Asset Short Duration Income ETF position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 4,380 Western Asset Short Duration Income ETF shares in Q4 2020, an estimated $112K.
  • Prospera Financial Services first reported a position in Western Asset Short Duration Income ETF in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's Western Asset Short Duration Income ETF position peaked at $112K in Q3 2020.
  • 8 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.