Winfield Associates’s VanEck Steel ETF SLX Stock Holding History

Winfield Associates’s Portfolio SLX Stock Details SLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-200	Closed	-$8K	–	858
2017 Q3	$8K	Hold	200	–	–	﹤0.01%	438
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	442
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	419
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	381
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	392
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	383
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	388
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	274
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	274
2015 Q2	$6K	Hold	200	–	–	﹤0.01%	253
2015 Q1	$6K	Hold	200	–	–	﹤0.01%	259
2014 Q4	$7K	Hold	200	–	–	0.01%	251
2014 Q3	$9K	Hold	200	–	–	0.01%	241
2014 Q2	$9K	Hold	200	–	–	0.01%	252
2014 Q1	$9K	Hold	200	–	–	0.01%	241
2013 Q4	$10K	Buy	+200	New	+$9.59K	0.01%	239

Other funds holding SLX

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Winfield Associates's SLX Position: Q4 2017 in Review

Winfield Associates sold out of VanEck Steel ETF (SLX) in Q4 2017, closing a stake of 200 shares — an estimated $8K sold.

Winfield Associates first reported a position in SLX in Q4 2013 and held it in 16 quarters. The position peaked at $10K in Q4 2013. 38 funds tracked by Wall St. Rank hold SLX as of Q4 2017.

Winfield Associates reported no remaining VanEck Steel ETF position as of Q4 2017 after selling out during the quarter.
Winfield Associates sold 200 VanEck Steel ETF shares in Q4 2017, an estimated $8K.
Winfield Associates first reported a position in VanEck Steel ETF in Q4 2013 and held it in 16 quarters.
Winfield Associates's VanEck Steel ETF position peaked at $10K in Q4 2013.
38 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2017.

Based on Winfield Associates's 13F filing for Q4 2017, filed 12 Feb 2018.