Winch Advisory Services’s FMC FMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-94	Closed	-$9K	–	356
2019 Q4	$9K	Hold	94	–	–	﹤0.01%	214
2019 Q3	$8K	Hold	94	–	–	﹤0.01%	212
2019 Q2	$8K	Hold	94	–	–	﹤0.01%	219
2019 Q1	$7K	Sell	94 -14	-13%	-$1.03K	﹤0.01%	224
2018 Q4	$7K	Hold	108	–	–	﹤0.01%	202
2018 Q3	$8K	Buy	108 +1	+0.9%	+$75	﹤0.01%	193
2018 Q2	$8K	Sell	107 -891	-89%	-$66.1K	﹤0.01%	206
2018 Q1	$66K	Buy	998 +814	+442%	+$60.7K	0.04%	102
2017 Q4	$15K	Hold	184	–	–	0.01%	159
2017 Q3	$14K	Hold	184	–	–	0.01%	149
2017 Q2	$12K	Hold	184	–	–	0.01%	176
2017 Q1	$11K	Hold	184	–	–	0.01%	168
2016 Q4	$9K	Buy	+184	New	+$8.4K	0.01%	159

Other funds holding FMC

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return