Winch Advisory Services’s VOLVO A B ADR-B VOLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,046	Closed	-$10K	–	303
2015 Q3	$10K	Hold	1,046	–	–	0.01%	121
2015 Q2	$13K	Buy	1,046 +21	+2%	+$261	0.01%	167
2015 Q1	$12K	Buy	+1,025	New	+$12K	0.01%	142
2014 Q4	–	Sell	-1,025	Closed	-$11K	–	239
2014 Q3	$11K	Hold	1,025	–	–	0.01%	131
2014 Q2	$14K	Buy	1,025 +25	+3%	+$341	0.01%	145
2014 Q1	$16K	Buy	+1,000	New	+$16K	0.01%	148

Other funds holding VOLV

South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spectrum Advisory Services Atlanta, Georgia $255M AUM 4.81% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return