WEC
MLPW

Winslow Evans & Crocker’s UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) MLPW Stock Holding History

Winslow Evans & Crocker’s Portfolio MLPW Stock Details MLPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,510
Closed -$58.9K – 1337
2016
Q2 		$58.9K Sell
2,510
-1,299
-34% -$27.9K 0.02% 477
2016
Q1 		$75.3K Sell
3,809
-655
-15% -$12K 0.02% 420
2015
Q4 		$96.3K Sell
4,464
-390
-8% -$9.01K 0.03% 407
2015
Q3 		$114K Sell
4,854
-506
-9% -$14.1K 0.04% 368
2015
Q2 		$169K Buy
5,360
+1,376
+35% +$46.8K 0.05% 342
2015
Q1 		$133K Buy
3,984
+864
+28% +$29.1K 0.04% 369
2014
Q4 		$108K Buy
3,120
+2,120
+212% +$76.7K 0.03% 399
2014
Q3 		$39.4K Buy
+1,000
New +$39.1K 0.01% 602

Winslow Evans & Crocker's MLPW Position: Q3 2016 in Review

Winslow Evans & Crocker sold out of UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) (MLPW) in Q3 2016, closing a stake of 2,510 shares — an estimated $58.9K sold.

Winslow Evans & Crocker first reported a position in MLPW in Q3 2014 and held it in 8 quarters. The position peaked at $169K in Q2 2015. 0 funds tracked by Wall St. Rank hold MLPW as of Q3 2016.

  • Winslow Evans & Crocker reported no remaining UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) position as of Q3 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 2,510 UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) shares in Q3 2016, an estimated $58.9K.
  • Winslow Evans & Crocker first reported a position in UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) in Q3 2014 and held it in 8 quarters.
  • Winslow Evans & Crocker's UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) position peaked at $169K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) as of Q3 2016.

Based on Winslow Evans & Crocker's 13F filing for Q3 2016, filed 21 Oct 2016.