Winch Advisory Services, LLC Closed Holding Positions

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SONO
Sonos Inc

Technology
Q4 2020 Filed on Feb 09, 2021
230
$13.81 - $25.26 $3.18K - $5.81K
AUY
Yamana Gold Inc.

Basic Materials
Q4 2020 Filed on Feb 09, 2021
122
$5.04 - $6.17 $615 - $753
PNNT
Pennantpark Investment Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
959
$2.85 - $4.62 $2.73K - $4.43K
Just Energy Group Inc Com
Q4 2020 Filed on Feb 09, 2021
24
N/A
Livongo Health Inc Com
Q4 2020 Filed on Feb 09, 2021
106
N/A
Walter Energy Inc Com
Q4 2020 Filed on Feb 09, 2021
11
N/A
Mylan Nv Com
Q4 2020 Filed on Feb 09, 2021
10
N/A
General Moly Inc Com
Q4 2020 Filed on Feb 09, 2021
250
N/A
Dunkin Brands Group Inc Com
Q4 2020 Filed on Feb 09, 2021
60
N/A
Pacific Coast Oil Tr Com
Q4 2020 Filed on Feb 09, 2021
461
N/A
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2020 Filed on Feb 09, 2021
320
$4.99 - $6.71 $1.6K - $2.15K
SCCO
Southern Copper Corp

Basic Materials
Q4 2020 Filed on Feb 09, 2021
60
$44.49 - $65.82 $2.67K - $3.95K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q4 2020 Filed on Feb 09, 2021
19
$55.93 - $68.45 $1.06K - $1.3K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q4 2020 Filed on Feb 09, 2021
158
$54.8 - $65.16 $8.66K - $10.3K
FEN
First Trust Energy Income & Growth Fund

Financial Services
Q4 2020 Filed on Feb 09, 2021
134
$8.99 - $11.42 $1.2K - $1.53K
Tortoise Acquisition Corp Com Cl A
Q4 2020 Filed on Feb 09, 2021
89
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2020 Filed on Feb 09, 2021
1,074
$87.44 - $88.49 $93.9K - $95K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2020 Filed on Feb 09, 2021
271
$76.08 - $86.67 $20.6K - $23.5K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2020 Filed on Feb 09, 2021
248
$15.67 - $21.61 $3.89K - $5.36K
Dynex Capital Inc Com
Q4 2020 Filed on Feb 09, 2021
226
N/A
DHY
Credit Suisse High Yield Bond Fund

Financial Services
Q4 2020 Filed on Feb 09, 2021
1,081
$2.07 - $2.4 $2.24K - $2.59K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 09, 2021
102
N/A
VRM
Vroom, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
61
$33.13 - $51.45 $2.02K - $3.14K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2020 Filed on Feb 09, 2021
534
$92.55 - $93.62 $49.4K - $50K
EMR
Emerson Electric CO

Industrials
Q4 2020 Filed on Feb 09, 2021
85
$64.44 - $82.44 $5.48K - $7.01K
DK
Delek Us Holdings, Inc.

Energy
Q4 2020 Filed on Feb 09, 2021
1,913
$9.28 - $17.12 $17.8K - $32.8K
CVE
Cenovus Energy Inc.

Energy
Q4 2020 Filed on Feb 09, 2021
9,285
$3.28 - $6.21 $30.5K - $57.7K
PAA
Plains All American Pipeline LP

Energy
Q4 2020 Filed on Feb 09, 2021
116
$5.76 - $9.68 $668 - $1.12K
MGIC
Magic Software Enterprises LTD

Technology
Q4 2020 Filed on Feb 09, 2021
142
$12.58 - $16.58 $1.79K - $2.35K
K12 Inc Com
Q4 2020 Filed on Feb 09, 2021
168
N/A
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
346
$4.55 - $5.61 $1.57K - $1.94K
Gci Liberty Inc Com
Q4 2020 Filed on Feb 09, 2021
132
N/A
IVZ
Invesco Ltd.

Financial Services
Q4 2020 Filed on Feb 09, 2021
152
$11.25 - $18.07 $1.71K - $2.75K
GIS
General Mills Inc

Consumer Defensive
Q4 2020 Filed on Feb 09, 2021
28
$58.36 - $62.72 $1.63K - $1.76K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
20
$197.81 - $223.21 $3.96K - $4.46K
Wisdomtree Trust Floatng Rat Trea ETF
Q3 2020 Filed on Nov 04, 2020
4,078
N/A
COUP
Coupa Software Inc

Technology
Q3 2020 Filed on Nov 04, 2020
45
$243.24 - $344.42 $10.9K - $15.5K
CHX
Champion X Corp

Energy
Q3 2020 Filed on Nov 04, 2020
29
$7.97 - $11.25 $231 - $326
DOG
Proshares Short Dow30 ETF New

ETFs
Q3 2020 Filed on Nov 04, 2020
3
$42.0 - $47.91 $126 - $144
Omega Nav Ent Inc Com Delisted
Q3 2020 Filed on Nov 04, 2020
491
N/A
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2020 Filed on Nov 04, 2020
7
$190.43 - $255.04 $1.33K - $1.79K
AYX
Alteryx, Inc.

Technology
Q3 2020 Filed on Nov 04, 2020
43
$105.71 - $181.98 $4.55K - $7.83K
Quidel Corp Com
Q3 2020 Filed on Nov 04, 2020
59
N/A
SWAV
Shockwave Medical, Inc.

Healthcare
Q3 2020 Filed on Nov 04, 2020
125
$42.79 - $75.8 $5.35K - $9.48K
UNP
Union Pacific Corp

Industrials
Q3 2020 Filed on Nov 04, 2020
8
$165.99 - $202.37 $1.33K - $1.62K
VCR
Vanguard Consumer Discretionar

ETFs
Q3 2020 Filed on Nov 04, 2020
18
$202.32 - $250.9 $3.64K - $4.52K
NAT
Nordic American Tankers LTD

Industrials
Q3 2020 Filed on Nov 04, 2020
122
$3.42 - $4.69 $417 - $572
BL
Blackline, Inc.

Technology
Q3 2020 Filed on Nov 04, 2020
70
$72.59 - $92.8 $5.08K - $6.5K
Kemet Corp Com
Q2 2020 Filed on Aug 12, 2020
235
N/A
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