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Winch Advisory Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Winch Advisory Services’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-52
Closed -$3K – 344
2015
Q1 		$3K Buy
+52
New +$2.77K ﹤0.01% 246

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Bank of America
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WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Winch Advisory Services's VMBS Position: Q2 2015 in Review

Winch Advisory Services sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2015, closing a stake of 52 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in VMBS in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 87 funds tracked by Wall St. Rank hold VMBS as of Q2 2015.

  • Winch Advisory Services reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2015 after selling out during the quarter.
  • Winch Advisory Services sold 52 Vanguard Mortgage-Backed Securities ETF shares in Q2 2015, an estimated $3K.
  • Winch Advisory Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2015 and held it in 1 quarter.
  • Winch Advisory Services's Vanguard Mortgage-Backed Securities ETF position peaked at $3K in Q1 2015.
  • 87 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.