WAS
IVAN

Winch Advisory Services’s IVANHOE ENERGY INC COM SHS (CDA) IVAN Stock Holding History

Winch Advisory Services’s Portfolio IVAN Stock Details IVAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,350
Closed -$4K – 232
2014
Q3 		$4K Buy
+2,350
New +$4.32K ﹤0.01% 191

Other funds holding IVAN

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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Virtu KCG Holdings
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Rathbones Group
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winch Advisory Services's IVAN Position: Q4 2014 in Review

Winch Advisory Services sold out of IVANHOE ENERGY INC COM SHS (CDA) (IVAN) in Q4 2014, closing a stake of 2,350 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in IVAN in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 24 funds tracked by Wall St. Rank hold IVAN as of Q4 2014.

  • Winch Advisory Services reported no remaining IVANHOE ENERGY INC COM SHS (CDA) position as of Q4 2014 after selling out during the quarter.
  • Winch Advisory Services sold 2,350 IVANHOE ENERGY INC COM SHS (CDA) shares in Q4 2014, an estimated $4K.
  • Winch Advisory Services first reported a position in IVANHOE ENERGY INC COM SHS (CDA) in Q3 2014 and held it in 1 quarter.
  • Winch Advisory Services's IVANHOE ENERGY INC COM SHS (CDA) position peaked at $4K in Q3 2014.
  • 24 funds tracked by Wall St. Rank held IVANHOE ENERGY INC COM SHS (CDA) as of Q4 2014.

Based on Winch Advisory Services's 13F filing for Q4 2014, filed 11 Feb 2015.