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Wealthspire Advisors (Maryland)’s Winmark WINA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5
Closed -$1K – 2527
2018
Q2 		$1K Hold
5
– – ﹤0.01% 2376
2018
Q1 		$1K Hold
5
– – ﹤0.01% 2415
2017
Q4 		$1K Buy
+5
New +$661 ﹤0.01% 2352

Other funds holding WINA

NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WINA Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Winmark (WINA) in Q3 2018, closing a stake of 5 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in WINA in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 81 funds tracked by Wall St. Rank hold WINA as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Winmark position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5 Winmark shares in Q3 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Winmark in Q4 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Winmark position peaked at $1K in Q2 2018.
  • 81 funds tracked by Wall St. Rank held Winmark as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.