WAS
P

Winch Advisory Services’s Everpure Inc P Stock Holding History

Winch Advisory Services’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-90
Closed -$2K – 358
2018
Q3 		$2K Hold
90
– – ﹤0.01% 288
2018
Q2 		$2K Buy
+90
New +$1.98K ﹤0.01% 293

Other funds holding P

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Winch Advisory Services's P Position: Q4 2018 in Review

Winch Advisory Services sold out of Everpure Inc (P) in Q4 2018, closing a stake of 90 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in P in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 254 funds tracked by Wall St. Rank hold P as of Q4 2018.

  • Winch Advisory Services reported no remaining Everpure Inc position as of Q4 2018 after selling out during the quarter.
  • Winch Advisory Services sold 90 Everpure Inc shares in Q4 2018, an estimated $2K.
  • Winch Advisory Services first reported a position in Everpure Inc in Q2 2018 and held it in 2 quarters.
  • Winch Advisory Services's Everpure Inc position peaked at $2K in Q3 2018.
  • 254 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2018.

Based on Winch Advisory Services's 13F filing for Q4 2018, filed 5 Feb 2019.