WP
WIN

WealthPLAN Partners’s Windstream Holdings Inc WIN Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$433 Hold
9
– – ﹤0.01% 923
2016
Q2 		$0 Buy
+9
New +$384 ﹤0.01% 2601
2015
Q2 		– Sell
-264
Closed -$15K – 533
2015
Q1 		$15K Buy
+264
New +$16.8K 0.01% 348

Other funds holding WIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's WIN Position: Q3 2016 in Review

WealthPLAN Partners held its Windstream Holdings Inc (WIN) position steady in Q3 2016 at 9 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #923.

WealthPLAN Partners first reported a position in WIN in Q1 2015 and has held it in 3 quarters since. The position peaked at $15K in Q1 2015. 235 funds tracked by Wall St. Rank hold WIN as of Q3 2016.

  • WealthPLAN Partners held 9 shares of Windstream Holdings Inc worth $433 as of Q3 2016.
  • WealthPLAN Partners left its Windstream Holdings Inc share count unchanged in Q3 2016.
  • Windstream Holdings Inc made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #923 holding.
  • WealthPLAN Partners first reported a position in Windstream Holdings Inc in Q1 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Windstream Holdings Inc position peaked at $15K in Q1 2015.
  • 235 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.