Winch Advisory Services’s Tvardi Therapeutics TVRD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-6	Closed	-$3K	–	326
2017 Q3	$3K	Buy	+6	New	+$3K	﹤0.01%	241

Other funds holding TVRD

RCP

Rho Capital Partners New York $20.4M AUM

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

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

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

Chescapmanager Baltimore, Maryland $1.17B AUM 42.44% 1-Year Est. Return

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

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Winch Advisory Services's TVRD Position: Q4 2017 in Review

Winch Advisory Services sold out of Tvardi Therapeutics (TVRD) in Q4 2017, closing a stake of 6 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in TVRD in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 128 funds tracked by Wall St. Rank hold TVRD as of Q4 2017.

Winch Advisory Services reported no remaining Tvardi Therapeutics position as of Q4 2017 after selling out during the quarter.
Winch Advisory Services sold 6 Tvardi Therapeutics shares in Q4 2017, an estimated $3K.
Winch Advisory Services first reported a position in Tvardi Therapeutics in Q3 2017 and held it in 1 quarter.
Winch Advisory Services's Tvardi Therapeutics position peaked at $3K in Q3 2017.
128 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2017.

Based on Winch Advisory Services's 13F filing for Q4 2017, filed 13 Feb 2018.