WAM
WIN

Wealthspire Advisors (Maryland)’s Windstream Holdings Inc WIN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q4 		– Sell
-95
Closed – – 2687
2018
Q3 		$0 Buy
+95
New +$429 ﹤0.01% 2622
2018
Q1 		– Sell
-91
Closed -$1K – 2729
2017
Q4 		$1K Sell
91
-423
-82% -$4.33K ﹤0.01% 2411
2017
Q3 		$5K Sell
514
-192
-27% -$2.54K ﹤0.01% 1825
2017
Q2 		$14K Buy
706
+150
+27% +$3.63K ﹤0.01% 1418
2017
Q1 		$15K Buy
556
+39
+8% +$1.39K ﹤0.01% 1192
2016
Q4 		$19K Buy
517
+405
+362% +$15.8K ﹤0.01% 1040
2016
Q3 		$6K Hold
112
– – ﹤0.01% 1373
2016
Q2 		$5K Hold
112
– – ﹤0.01% 1361
2016
Q1 		$4K Buy
112
+12
+12% +$390 ﹤0.01% 1422
2015
Q4 		$3K Buy
+100
New +$3.21K ﹤0.01% 1494

Other funds holding WIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 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
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WIN Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Windstream Holdings Inc (WIN) in Q4 2018, closing a stake of 95 shares.

Wealthspire Advisors (Maryland) first reported a position in WIN in Q4 2015 and held it in 10 quarters. The position peaked at $19K in Q4 2016. 175 funds tracked by Wall St. Rank hold WIN as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Windstream Holdings Inc position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 95 Windstream Holdings Inc shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Windstream Holdings Inc in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Windstream Holdings Inc position peaked at $19K in Q4 2016.
  • 175 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.