Winch Advisory Services’s Packaging Corp of America PKG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,747	Closed	-$411K	–	357
2018 Q3	$411K	Buy	3,747 +68	+2%	+$7.67K	0.21%	60
2018 Q2	$411K	Buy	3,679 +1,447	+65%	+$169K	0.22%	67
2018 Q1	$252K	Buy	+2,232	New	+$269K	0.15%	74

Other funds holding PKG

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

SBAM

Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

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

Winch Advisory Services sold out of Packaging Corp of America (PKG) in Q4 2018, closing a stake of 3,747 shares — an estimated $411K sold.

Winch Advisory Services first reported a position in PKG in Q1 2018 and held it in 3 quarters. The position peaked at $411K in Q3 2018. 565 funds tracked by Wall St. Rank hold PKG as of Q4 2018.

Winch Advisory Services reported no remaining Packaging Corp of America position as of Q4 2018 after selling out during the quarter.
Winch Advisory Services sold 3,747 Packaging Corp of America shares in Q4 2018, an estimated $411K.
Winch Advisory Services first reported a position in Packaging Corp of America in Q1 2018 and held it in 3 quarters.
Winch Advisory Services's Packaging Corp of America position peaked at $411K in Q3 2018.
565 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2018.

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