SFA
WIN

Sequoia Financial Advisors’s Windstream Holdings Inc WIN Stock Holding History

Sequoia Financial 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
2017
Q4 		– Sell
-2,754
Closed -$24K – 327
2017
Q3 		$24K Sell
2,754
-313
-10% -$4.15K ﹤0.01% 286
2017
Q2 		$60K Sell
3,067
-622
-17% -$15K 0.01% 278
2017
Q1 		$101K Sell
3,689
-721
-16% -$25.8K 0.01% 275
2016
Q4 		$162K Buy
4,410
+1,124
+34% +$43.8K 0.02% 261
2016
Q3 		$165K Sell
3,286
-778
-19% -$35.6K 0.03% 231
2016
Q2 		$188K Buy
+4,064
New +$173K 0.05% 234

Other funds holding WIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Sequoia Financial Advisors's WIN Position: Q4 2017 in Review

Sequoia Financial Advisors sold out of Windstream Holdings Inc (WIN) in Q4 2017, closing a stake of 2,754 shares — an estimated $24K sold.

Sequoia Financial Advisors first reported a position in WIN in Q2 2016 and held it in 6 quarters. The position peaked at $188K in Q2 2016. 225 funds tracked by Wall St. Rank hold WIN as of Q4 2017.

  • Sequoia Financial Advisors reported no remaining Windstream Holdings Inc position as of Q4 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,754 Windstream Holdings Inc shares in Q4 2017, an estimated $24K.
  • Sequoia Financial Advisors first reported a position in Windstream Holdings Inc in Q2 2016 and held it in 6 quarters.
  • Sequoia Financial Advisors's Windstream Holdings Inc position peaked at $188K in Q2 2016.
  • 225 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q4 2017.

Based on Sequoia Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.