Winch Advisory Services’s Novavax NVAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-50	Closed	-$2K	–	393
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	300
2018 Q3	$2K	Sell	50 -35	-41%	-$986	﹤0.01%	284
2018 Q2	$2K	Buy	85 +10	+13%	+$338	﹤0.01%	291
2018 Q1	$3K	Sell	75 -25	-25%	-$1K	﹤0.01%	252
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	264
2017 Q3	$2K	Buy	+100	New	+$2.24K	﹤0.01%	255

Other funds holding NVAX

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

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

BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

RSCM

Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Winch Advisory Services's NVAX Position: Q1 2019 in Review

Winch Advisory Services sold out of Novavax (NVAX) in Q1 2019, closing a stake of 50 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in NVAX in Q3 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2018. 142 funds tracked by Wall St. Rank hold NVAX as of Q1 2019.

Winch Advisory Services reported no remaining Novavax position as of Q1 2019 after selling out during the quarter.
Winch Advisory Services sold 50 Novavax shares in Q1 2019, an estimated $2K.
Winch Advisory Services first reported a position in Novavax in Q3 2017 and held it in 6 quarters.
Winch Advisory Services's Novavax position peaked at $3K in Q1 2018.
142 funds tracked by Wall St. Rank held Novavax as of Q1 2019.

Based on Winch Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.