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Winch Advisory Services’s US Global Jets ETF JETS Stock Holding History

Winch Advisory Services’s Portfolio JETS Stock Details JETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,260
Closed -$286K – 299
2016
Q4 		$286K Buy
+10,260
New +$266K 0.2% 63

Other funds holding JETS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
HIC
Holderness Investments Company Greensboro, North Carolina $600M AUM 56.85% 1-Year Est. Return

Winch Advisory Services's JETS Position: Q1 2017 in Review

Winch Advisory Services sold out of US Global Jets ETF (JETS) in Q1 2017, closing a stake of 10,260 shares — an estimated $286K sold.

Winch Advisory Services first reported a position in JETS in Q4 2016 and held it in 1 quarter. The position peaked at $286K in Q4 2016. 25 funds tracked by Wall St. Rank hold JETS as of Q1 2017.

  • Winch Advisory Services reported no remaining US Global Jets ETF position as of Q1 2017 after selling out during the quarter.
  • Winch Advisory Services sold 10,260 US Global Jets ETF shares in Q1 2017, an estimated $286K.
  • Winch Advisory Services first reported a position in US Global Jets ETF in Q4 2016 and held it in 1 quarter.
  • Winch Advisory Services's US Global Jets ETF position peaked at $286K in Q4 2016.
  • 25 funds tracked by Wall St. Rank held US Global Jets ETF as of Q1 2017.

Based on Winch Advisory Services's 13F filing for Q1 2017, filed 1 May 2017.