UCFA
WIN

United Capital Financial Advisors’s Windstream Holdings Inc WIN Stock Holding History

United Capital 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
2018
Q1 		– Sell
-2,600
Closed -$24K – 1397
2017
Q4 		$24K Sell
2,600
-5,267
-67% -$53.9K ﹤0.01% 1298
2017
Q3 		$70K Buy
7,867
+2,771
+54% +$36.7K ﹤0.01% 1285
2017
Q2 		$99K Buy
5,096
+500
+11% +$12.1K ﹤0.01% 1244
2017
Q1 		$125K Buy
4,596
+22
+0.5% +$786 ﹤0.01% 1212
2016
Q4 		$168K Buy
4,574
+926
+25% +$36.1K ﹤0.01% 1205
2016
Q3 		$183K Buy
3,648
+602
+20% +$27.6K ﹤0.01% 1200
2016
Q2 		$137K Buy
3,046
+380
+14% +$16.2K ﹤0.01% 1201
2016
Q1 		$102K Buy
2,666
+468
+21% +$15.2K ﹤0.01% 1178
2015
Q4 		$71K Buy
+2,198
New +$70.6K ﹤0.01% 1183
2013
Q4 		– Sell
-1,602
Closed -$100K – 789
2013
Q3 		$100K Buy
1,602
+44
+3% +$2.84K ﹤0.01% 665
2013
Q2 		$94K Buy
+1,558
New +$102K ﹤0.01% 684

Other funds holding WIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's WIN Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Windstream Holdings Inc (WIN) in Q1 2018, closing a stake of 2,600 shares — an estimated $24K sold.

United Capital Financial Advisors first reported a position in WIN in Q2 2013 and held it in 11 quarters. The position peaked at $183K in Q3 2016. 216 funds tracked by Wall St. Rank hold WIN as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Windstream Holdings Inc position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,600 Windstream Holdings Inc shares in Q1 2018, an estimated $24K.
  • United Capital Financial Advisors first reported a position in Windstream Holdings Inc in Q2 2013 and held it in 11 quarters.
  • United Capital Financial Advisors's Windstream Holdings Inc position peaked at $183K in Q3 2016.
  • 216 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.