Winch Advisory Services’s Kohl's KSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-353	Closed	-$18K	–	364
2019 Q4	$18K	Buy	+353	New	+$17.9K	0.01%	169
2017 Q2	–	Sell	-294	Closed	-$12K	–	308
2017 Q1	$12K	Buy	294 +4	+1%	+$163	0.01%	165
2016 Q4	$14K	Sell	290 -1,407	-83%	-$69.6K	0.01%	137
2016 Q3	$74K	Buy	1,697 +3	+0.2%	+$126	0.06%	82
2016 Q2	$64K	Buy	1,694 +1,474	+670%	+$58.6K	0.08%	68
2016 Q1	$10K	Sell	220 -111	-34%	-$5.21K	0.02%	123
2015 Q4	$16K	Buy	+331	New	+$15.3K	0.02%	98

Other funds holding KSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winch Advisory Services's KSS Position: Q1 2020 in Review

Winch Advisory Services sold out of Kohl's (KSS) in Q1 2020, closing a stake of 353 shares — an estimated $18K sold.

Winch Advisory Services first reported a position in KSS in Q4 2015 and held it in 7 quarters. The position peaked at $74K in Q3 2016. 474 funds tracked by Wall St. Rank hold KSS as of Q1 2020.

Winch Advisory Services reported no remaining Kohl's position as of Q1 2020 after selling out during the quarter.
Winch Advisory Services sold 353 Kohl's shares in Q1 2020, an estimated $18K.
Winch Advisory Services first reported a position in Kohl's in Q4 2015 and held it in 7 quarters.
Winch Advisory Services's Kohl's position peaked at $74K in Q3 2016.
474 funds tracked by Wall St. Rank held Kohl's as of Q1 2020.

Based on Winch Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.