Winch Advisory Services’s Advent Convertible and Income Fund AVK Stock Holding History

Winch Advisory Services’s Portfolio AVK Stock Details AVK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-416	Closed	-$5K	–	255
2015 Q3	$5K	Buy	416 +7	+2%	+$103	0.01%	152
2015 Q2	$6K	Buy	409 +7	+2%	+$117	﹤0.01%	197
2015 Q1	$7K	Buy	+402	New	+$6.59K	﹤0.01%	175
2014 Q4	–	Sell	-391	Closed	-$7K	–	50
2014 Q3	$7K	Buy	391 +6	+2%	+$110	﹤0.01%	154
2014 Q2	$7K	Buy	385 +6	+2%	+$108	﹤0.01%	181
2014 Q1	$7K	Buy	+379	New	+$6.89K	﹤0.01%	197

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return