Winch Advisory Services’s Tradeweb Markets TW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-12	Closed	–	–	375
2019 Q3	$0	Hold	12	–	–	﹤0.01%	429
2019 Q2	$1K	Buy	+12	New	+$501	﹤0.01%	423

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Winch Advisory Services's TW Position: Q4 2019 in Review

Winch Advisory Services sold out of Tradeweb Markets (TW) in Q4 2019, closing a stake of 12 shares.

Winch Advisory Services first reported a position in TW in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 182 funds tracked by Wall St. Rank hold TW as of Q4 2019.

Winch Advisory Services reported no remaining Tradeweb Markets position as of Q4 2019 after selling out during the quarter.
Winch Advisory Services sold 12 Tradeweb Markets shares in Q4 2019.
Winch Advisory Services first reported a position in Tradeweb Markets in Q2 2019 and held it in 2 quarters.
Winch Advisory Services's Tradeweb Markets position peaked at $1K in Q2 2019.
182 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2019.

Based on Winch Advisory Services's 13F filing for Q4 2019, filed 12 Feb 2020.