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

STMM

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

PPA

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

WAM

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

RHBC

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SAS

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

ANI

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

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Winch Advisory Services's VOLV Position: Q4 2015 in Review

Winch Advisory Services sold out of VOLVO A B ADR-B (VOLV) in Q4 2015, closing a stake of 1,046 shares — an estimated $10K sold.

Winch Advisory Services first reported a position in VOLV in Q1 2014 and held it in 6 quarters. The position peaked at $16K in Q1 2014. 12 funds tracked by Wall St. Rank hold VOLV as of Q4 2015.

Winch Advisory Services reported no remaining VOLVO A B ADR-B position as of Q4 2015 after selling out during the quarter.
Winch Advisory Services sold 1,046 VOLVO A B ADR-B shares in Q4 2015, an estimated $10K.
Winch Advisory Services first reported a position in VOLVO A B ADR-B in Q1 2014 and held it in 6 quarters.
Winch Advisory Services's VOLVO A B ADR-B position peaked at $16K in Q1 2014.
12 funds tracked by Wall St. Rank held VOLVO A B ADR-B as of Q4 2015.

Based on Winch Advisory Services's 13F filing for Q4 2015, filed 22 Jan 2016.