Winch Advisory Services’s Celanese CE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,553	Closed	-$383K	–	365
2019 Q2	$383K	Sell	3,553 -37	-1%	-$3.83K	0.2%	50
2019 Q1	$354K	Sell	3,590 -35	-1%	-$3.44K	0.2%	56
2018 Q4	$326K	Sell	3,625 -499	-12%	-$48.9K	0.18%	54
2018 Q3	$470K	Buy	4,124 +60	+1%	+$6.88K	0.24%	55
2018 Q2	$451K	Buy	4,064 +2,128	+110%	+$235K	0.24%	59
2018 Q1	$194K	Buy	+1,936	New	+$204K	0.11%	79

Other funds holding CE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Winch Advisory Services's CE Position: Q3 2019 in Review

Winch Advisory Services sold out of Celanese (CE) in Q3 2019, closing a stake of 3,553 shares — an estimated $383K sold.

Winch Advisory Services first reported a position in CE in Q1 2018 and held it in 6 quarters. The position peaked at $470K in Q3 2018. 560 funds tracked by Wall St. Rank hold CE as of Q3 2019.

Winch Advisory Services reported no remaining Celanese position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 3,553 Celanese shares in Q3 2019, an estimated $383K.
Winch Advisory Services first reported a position in Celanese in Q1 2018 and held it in 6 quarters.
Winch Advisory Services's Celanese position peaked at $470K in Q3 2018.
560 funds tracked by Wall St. Rank held Celanese as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.