Winch Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-250	Closed	-$30K	–	334
2018 Q2	$30K	Buy	+250	New	+$30.4K	0.02%	133
2015 Q2	–	Sell	-381	Closed	-$39K	–	317
2015 Q1	$39K	Buy	+381	New	+$39.5K	0.02%	92
2014 Q4	–	Sell	-203	Closed	-$20K	–	108
2014 Q3	$20K	Buy	203 +2	+1%	+$203	0.01%	102
2014 Q2	$20K	Hold	201	–	–	0.01%	129
2014 Q1	$19K	Buy	+201	New	+$18.8K	0.01%	141

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Winch Advisory Services's IWD Position: Q3 2018 in Review

Winch Advisory Services sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2018, closing a stake of 250 shares — an estimated $30K sold.

Winch Advisory Services first reported a position in IWD in Q1 2014 and held it in 5 quarters. The position peaked at $39K in Q1 2015. 858 funds tracked by Wall St. Rank hold IWD as of Q3 2018.

Winch Advisory Services reported no remaining iShares Russell 1000 Value ETF position as of Q3 2018 after selling out during the quarter.
Winch Advisory Services sold 250 iShares Russell 1000 Value ETF shares in Q3 2018, an estimated $30K.
Winch Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2014 and held it in 5 quarters.
Winch Advisory Services's iShares Russell 1000 Value ETF position peaked at $39K in Q1 2015.
858 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2018.

Based on Winch Advisory Services's 13F filing for Q3 2018, filed 13 Nov 2018.