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Winch Advisory Services’s Gen Digital GEN Stock Holding History

Winch Advisory Services’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-23,245
Closed -$532K – 244
2014
Q2 		$532K Buy
+23,245
New +$494K 0.31% 65

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State Street
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BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winch Advisory Services's GEN Position: Q3 2014 in Review

Winch Advisory Services sold out of Gen Digital (GEN) in Q3 2014, closing a stake of 23,245 shares — an estimated $532K sold.

Winch Advisory Services first reported a position in GEN in Q2 2014 and held it in 1 quarter. The position peaked at $532K in Q2 2014. 551 funds tracked by Wall St. Rank hold GEN as of Q3 2014.

  • Winch Advisory Services reported no remaining Gen Digital position as of Q3 2014 after selling out during the quarter.
  • Winch Advisory Services sold 23,245 Gen Digital shares in Q3 2014, an estimated $532K.
  • Winch Advisory Services first reported a position in Gen Digital in Q2 2014 and held it in 1 quarter.
  • Winch Advisory Services's Gen Digital position peaked at $532K in Q2 2014.
  • 551 funds tracked by Wall St. Rank held Gen Digital as of Q3 2014.

Based on Winch Advisory Services's 13F filing for Q3 2014, filed 14 Nov 2014.