Winch Advisory Services’s Worthington Enterprises WOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-122	Closed	-$3K	–	437
2019 Q2	$3K	Hold	122	–	–	﹤0.01%	332
2019 Q1	$3K	Hold	122	–	–	﹤0.01%	303
2018 Q4	$3K	Hold	122	–	–	﹤0.01%	278
2018 Q3	$3K	Hold	122	–	–	﹤0.01%	264
2018 Q2	$3K	Buy	+122	New	+$3.45K	﹤0.01%	271

Other funds holding WOR

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winch Advisory Services's WOR Position: Q3 2019 in Review

Winch Advisory Services sold out of Worthington Enterprises (WOR) in Q3 2019, closing a stake of 122 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in WOR in Q2 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 201 funds tracked by Wall St. Rank hold WOR as of Q3 2019.

Winch Advisory Services reported no remaining Worthington Enterprises position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 122 Worthington Enterprises shares in Q3 2019, an estimated $3K.
Winch Advisory Services first reported a position in Worthington Enterprises in Q2 2018 and held it in 5 quarters.
Winch Advisory Services's Worthington Enterprises position peaked at $3K in Q2 2019.
201 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.