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Winch Advisory Services’s Expedia Group EXPE Stock Holding History

Winch Advisory Services’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-86
Closed -$10K – 273
2016
Q3 		$10K Buy
+86
New +$9.73K 0.01% 153

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winch Advisory Services's EXPE Position: Q4 2016 in Review

Winch Advisory Services sold out of Expedia Group (EXPE) in Q4 2016, closing a stake of 86 shares — an estimated $10K sold.

Winch Advisory Services first reported a position in EXPE in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 543 funds tracked by Wall St. Rank hold EXPE as of Q4 2016.

  • Winch Advisory Services reported no remaining Expedia Group position as of Q4 2016 after selling out during the quarter.
  • Winch Advisory Services sold 86 Expedia Group shares in Q4 2016, an estimated $10K.
  • Winch Advisory Services first reported a position in Expedia Group in Q3 2016 and held it in 1 quarter.
  • Winch Advisory Services's Expedia Group position peaked at $10K in Q3 2016.
  • 543 funds tracked by Wall St. Rank held Expedia Group as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.