Winch Advisory Services’s VanEck Vectors Solar Energy ETF KWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-33	Closed	-$3K	–	366
2015 Q1	$3K	Buy	+33	New	+$2.41K	﹤0.01%	261
2014 Q4	–	Sell	-33	Closed	-$3K	–	226
2014 Q3	$3K	Hold	33	–	–	﹤0.01%	201
2014 Q2	$3K	Hold	33	–	–	﹤0.01%	229
2014 Q1	$3K	Buy	+33	New	+$2.78K	﹤0.01%	241

Other funds holding KWT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Winch Advisory Services's KWT Position: Q2 2015 in Review

Winch Advisory Services sold out of VanEck Vectors Solar Energy ETF (KWT) in Q2 2015, closing a stake of 33 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in KWT in Q1 2014 and held it in 4 quarters. The position peaked at $3K in Q1 2015. 16 funds tracked by Wall St. Rank hold KWT as of Q2 2015.

Winch Advisory Services reported no remaining VanEck Vectors Solar Energy ETF position as of Q2 2015 after selling out during the quarter.
Winch Advisory Services sold 33 VanEck Vectors Solar Energy ETF shares in Q2 2015, an estimated $3K.
Winch Advisory Services first reported a position in VanEck Vectors Solar Energy ETF in Q1 2014 and held it in 4 quarters.
Winch Advisory Services's VanEck Vectors Solar Energy ETF position peaked at $3K in Q1 2015.
16 funds tracked by Wall St. Rank held VanEck Vectors Solar Energy ETF as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.