Winch Advisory Services’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-190	Closed	-$19K	–	284
2016 Q2	$19K	Hold	190	–	–	0.02%	107
2016 Q1	$19K	Buy	190 +1	+0.5%	+$101	0.03%	79
2015 Q4	$19K	Buy	+189	New	+$19.1K	0.02%	86

Other funds holding MINT

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

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winch Advisory Services's MINT Position: Q3 2016 in Review

Winch Advisory Services sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2016, closing a stake of 190 shares — an estimated $19K sold.

Winch Advisory Services first reported a position in MINT in Q4 2015 and held it in 3 quarters. The position peaked at $19K in Q2 2016. 241 funds tracked by Wall St. Rank hold MINT as of Q3 2016.

Winch Advisory Services reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2016 after selling out during the quarter.
Winch Advisory Services sold 190 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2016, an estimated $19K.
Winch Advisory Services first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2015 and held it in 3 quarters.
Winch Advisory Services's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $19K in Q2 2016.
241 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2016.

Based on Winch Advisory Services's 13F filing for Q3 2016, filed 2 Nov 2016.