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Winch Advisory Services’s Exelixis EXEL Stock Holding History

Winch Advisory Services’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-600
Closed -$18K – 311
2017
Q4 		$18K Buy
600
+100
+20% +$2.66K 0.01% 150
2017
Q3 		$12K Sell
500
-225
-31% -$5.99K 0.01% 157
2017
Q2 		$18K Buy
+725
New +$15.3K 0.01% 157

Other funds holding EXEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Winch Advisory Services's EXEL Position: Q1 2018 in Review

Winch Advisory Services sold out of Exelixis (EXEL) in Q1 2018, closing a stake of 600 shares — an estimated $18K sold.

Winch Advisory Services first reported a position in EXEL in Q2 2017 and held it in 3 quarters. The position peaked at $18K in Q4 2017. 295 funds tracked by Wall St. Rank hold EXEL as of Q1 2018.

  • Winch Advisory Services reported no remaining Exelixis position as of Q1 2018 after selling out during the quarter.
  • Winch Advisory Services sold 600 Exelixis shares in Q1 2018, an estimated $18K.
  • Winch Advisory Services first reported a position in Exelixis in Q2 2017 and held it in 3 quarters.
  • Winch Advisory Services's Exelixis position peaked at $18K in Q4 2017.
  • 295 funds tracked by Wall St. Rank held Exelixis as of Q1 2018.

Based on Winch Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.