WEC
R icon

Winslow Evans & Crocker’s Ryder R Stock Holding History

Winslow Evans & Crocker’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-50
Closed -$4K – 1170
2019
Q2 		$4K Hold
50
– – ﹤0.01% 1014
2019
Q1 		$4K Buy
+50
New +$2.93K ﹤0.01% 1033
2015
Q4 		– Sell
-400
Closed -$29.6K – 1386
2015
Q3 		$29.6K Hold
400
– – 0.01% 616
2015
Q2 		$34.9K Hold
400
– – 0.01% 628
2015
Q1 		$38K Hold
400
– – 0.01% 597
2014
Q4 		$37.1K Sell
400
-100
-20% -$8.92K 0.01% 596
2014
Q3 		$45K Buy
+500
New +$44.8K 0.01% 574

Other funds holding R

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return