Winch Advisory Services, LLC Closed Holding Positions

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Barrick Gold Corporation Com
Q3 2019 Filed on Nov 13, 2019
324
N/A
Bb&T Corp Com
Q3 2019 Filed on Nov 13, 2019
39
N/A
Alps ETF Trust Alerian Mlp ETF
Q3 2019 Filed on Nov 13, 2019
1,000
N/A
AEP
American Electric Power CO Inc

Utilities
Q3 2019 Filed on Nov 13, 2019
5
$87.81 - $94.59 $439 - $473
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
18
$52.22 - $56.63 $940 - $1.02K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
9
$81.0 - $89.07 $729 - $802
COO
Cooper Companies, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
10
$294.25 - $341.49 $2.94K - $3.41K
INGN
Inogen Inc

Healthcare
Q3 2019 Filed on Nov 13, 2019
30
$41.82 - $66.71 $1.25K - $2K
HIE
Miller/Howard High Income Equity Fund

Financial Services
Q3 2019 Filed on Nov 13, 2019
500
$10.22 - $11.42 $5.11K - $5.71K
Grubhub Inc Com
Q3 2019 Filed on Nov 13, 2019
19
N/A
JKHY
Henry Jack & Associates Inc

Technology
Q3 2019 Filed on Nov 13, 2019
13
$133.8 - $148.51 $1.74K - $1.93K
Flir Systems Inc Com
Q3 2019 Filed on Nov 13, 2019
37
N/A
EXPD
Expeditors International Of Washington Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
30
$68.32 - $76.54 $2.05K - $2.3K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q3 2019 Filed on Nov 13, 2019
1,500
$15.1 - $16.01 $22.7K - $24K
IBKR
Interactive Brokers Group, Inc.

Financial Services
Q3 2019 Filed on Nov 13, 2019
29
$44.59 - $54.89 $1.29K - $1.59K
CPRT
Copart Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
28
$73.4 - $83.44 $2.06K - $2.34K
Anadarko Petroleum Corp Com
Q3 2019 Filed on Nov 13, 2019
34
N/A
LEN
Lennar Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
73
$45.86 - $55.85 $3.35K - $4.08K
ELAN
Elanco Animal Health Inc

Healthcare
Q3 2019 Filed on Nov 13, 2019
55
$25.62 - $34.96 $1.41K - $1.92K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
18
$61.09 - $68.89 $1.1K - $1.24K
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2019 Filed on Aug 07, 2019
28
$112.8 - $124.88 $3.16K - $3.5K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q2 2019 Filed on Aug 07, 2019
18
N/A
Bemis CO Inc Com
Q2 2019 Filed on Aug 07, 2019
2,120
N/A
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q2 2019 Filed on Aug 07, 2019
103,035
$34.53 - $39.67 $3.56M - $4.09M
RVNC
Revance Therapeutics, Inc.

Healthcare
Q2 2019 Filed on Aug 07, 2019
200
$10.67 - $15.49 $2.13K - $3.1K
Dowdupont Inc Com
Q2 2019 Filed on Aug 07, 2019
6,014
N/A
Ft 7671 Prime Income And 11/09/20
Q2 2019 Filed on Aug 07, 2019
1,457
N/A
FXN
First Tr Exchange Traded Fd Fi

ETFs
Q2 2019 Filed on Aug 07, 2019
206,551
$10.44 - $13.78 $2.16M - $2.85M
Transcanada Corporation Com
Q2 2019 Filed on Aug 07, 2019
113
N/A
Ing Groep N.V. 6.375(Percent) Prf Perpetual Hybrid
Q2 2019 Filed on Aug 07, 2019
69
N/A
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q2 2019 Filed on Aug 07, 2019
49,479
$70.97 - $77.5 $3.51M - $3.83M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q2 2019 Filed on Aug 07, 2019
52
$18.59 - $19.33 $967 - $1.01K
MOS
Mosaic CO

Basic Materials
Q2 2019 Filed on Aug 07, 2019
14,910
$21.27 - $27.92 $317K - $416K
TD
Toronto Dominion Bank

Financial Services
Q2 2019 Filed on Aug 07, 2019
52
$54.65 - $58.36 $2.84K - $3.03K
Royal Dutch Shell Adr Sponsored
Q2 2019 Filed on Aug 07, 2019
42
N/A
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q2 2019 Filed on Aug 07, 2019
23
N/A
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q2 2019 Filed on Aug 07, 2019
100
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q2 2019 Filed on Aug 07, 2019
66
$40.64 - $44.7 $2.68K - $2.95K
Cypress Semiconductor Corp Com
Q2 2019 Filed on Aug 07, 2019
100
N/A
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2019 Filed on Aug 07, 2019
52
N/A
STM
St Microelectronics N.V.

Technology
Q2 2019 Filed on Aug 07, 2019
51
$15.04 - $18.64 $767 - $951
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 07, 2019
30
N/A
FXR
First Trust Industrials/Produc

ETFs
Q2 2019 Filed on Aug 07, 2019
74,753
$38.75 - $42.4 $2.9M - $3.17M
Stamps.Com Inc Com
Q1 2019 Filed on May 13, 2019
12
N/A
RFEM
First Trust Iii Riverfront Dyn

ETFs
Q1 2019 Filed on May 13, 2019
75
$54.85 - $63.98 $4.11K - $4.8K
New Age Brands Inc Com
Q1 2019 Filed on May 13, 2019
2,900
N/A
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2019 Filed on May 13, 2019
49,076
N/A
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2019 Filed on May 13, 2019
4
$11.55 - $16.96 $46.2 - $67.8
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q1 2019 Filed on May 13, 2019
172
N/A
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