Winch Advisory Services’s Just Energy Group Inc JE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-24	Closed	–	–	475
2020 Q3	$0	Hold	24	–	–	﹤0.01%	428
2020 Q2	$0	Hold	24	–	–	﹤0.01%	409
2020 Q1	$0	Hold	24	–	–	﹤0.01%	399
2019 Q4	$1K	Sell	24 -3	-11%	-$216	﹤0.01%	352
2019 Q3	$2K	Hold	27	–	–	﹤0.01%	312
2019 Q2	$4K	Buy	27 +1	+4%	+$121	﹤0.01%	296
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	310
2018 Q4	$3K	Hold	26	–	–	﹤0.01%	281
2018 Q3	$3K	Hold	26	–	–	﹤0.01%	267
2018 Q2	$3K	Hold	26	–	–	﹤0.01%	273
2018 Q1	$4K	Hold	26	–	–	﹤0.01%	240
2017 Q4	$4K	Hold	26	–	–	﹤0.01%	235
2017 Q3	$5K	Buy	26 +6	+30%	+$1.08K	﹤0.01%	214
2017 Q2	$3K	Buy	20 +3	+18%	+$566	﹤0.01%	254
2017 Q1	$3K	Buy	17 +1	+6%	+$192	﹤0.01%	236
2016 Q4	$3K	Buy	16 +3	+23%	+$524	﹤0.01%	218
2016 Q3	$2K	Hold	13	–	–	﹤0.01%	247
2016 Q2	$3K	Hold	13	–	–	﹤0.01%	218
2016 Q1	$3K	Hold	13	–	–	﹤0.01%	186
2015 Q4	$3K	Hold	13	–	–	﹤0.01%	206
2015 Q3	$3K	Hold	13	–	–	﹤0.01%	188
2015 Q2	$2K	Buy	13 +1	+8%	+$173	﹤0.01%	259
2015 Q1	$2K	Buy	+12	New	+$2K	﹤0.01%	285
2014 Q4	–	Sell	-12	Closed	-$2K	–	198
2014 Q3	$2K	Hold	12	–	–	﹤0.01%	208
2014 Q2	$2K	Buy	+12	New	+$2.71K	﹤0.01%	236

Other funds holding JE

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BIM

Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return

Winch Advisory Services's JE Position: Q4 2020 in Review

Winch Advisory Services sold out of Just Energy Group Inc (JE) in Q4 2020, closing a stake of 24 shares.

Winch Advisory Services first reported a position in JE in Q2 2014 and held it in 25 quarters. The position peaked at $5K in Q3 2017. 37 funds tracked by Wall St. Rank hold JE as of Q4 2020.

Winch Advisory Services reported no remaining Just Energy Group Inc position as of Q4 2020 after selling out during the quarter.
Winch Advisory Services sold 24 Just Energy Group Inc shares in Q4 2020.
Winch Advisory Services first reported a position in Just Energy Group Inc in Q2 2014 and held it in 25 quarters.
Winch Advisory Services's Just Energy Group Inc position peaked at $5K in Q3 2017.
37 funds tracked by Wall St. Rank held Just Energy Group Inc as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.