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Winch Advisory Services’s Cracker Barrel CBRL Stock Holding History

Winch Advisory Services’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-18
Closed -$3K – 292
2015
Q1 		$3K Buy
+18
New +$2.54K ﹤0.01% 225

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BIT
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRECA
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Winch Advisory Services's CBRL Position: Q2 2015 in Review

Winch Advisory Services sold out of Cracker Barrel (CBRL) in Q2 2015, closing a stake of 18 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in CBRL in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 311 funds tracked by Wall St. Rank hold CBRL as of Q2 2015.

  • Winch Advisory Services reported no remaining Cracker Barrel position as of Q2 2015 after selling out during the quarter.
  • Winch Advisory Services sold 18 Cracker Barrel shares in Q2 2015, an estimated $3K.
  • Winch Advisory Services first reported a position in Cracker Barrel in Q1 2015 and held it in 1 quarter.
  • Winch Advisory Services's Cracker Barrel position peaked at $3K in Q1 2015.
  • 311 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.