Winch Advisory Services, LLC Closed Holding Positions

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CBOE
Cboe Global Markets, Inc.

Financial Services
Q2 2018 Filed on Aug 13, 2018
12
$97.56 - $112.48 $1.17K - $1.35K
CHGG
Chegg, Inc

Consumer Defensive
Q2 2018 Filed on Aug 13, 2018
500
$20.08 - $29.55 $10K - $14.8K
INTU
Intuit Inc

Technology
Q2 2018 Filed on Aug 13, 2018
7
$167.68 - $213.52 $1.17K - $1.49K
CRAI
Cra International, Inc.

Industrials
Q2 2018 Filed on Aug 13, 2018
23
$50.89 - $58.62 $1.17K - $1.35K
LNVGY
Lenovo Group LTD

Technology
Q2 2018 Filed on Aug 13, 2018
40
$9.12 - $11.05 $365 - $442
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2018 Filed on Aug 13, 2018
6
N/A
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2018 Filed on Aug 13, 2018
55
$94.85 - $105.95 $5.22K - $5.83K
MKL
Markel Corp

Financial Services
Q2 2018 Filed on Aug 13, 2018
39
$1084.35 - $1165.11 $42.3K - $45.4K
ROK
Rockwell Automation, Inc

Industrials
Q2 2018 Filed on Aug 13, 2018
9,008
$162.01 - $183.67 $1.46M - $1.65M
MS
Morgan Stanley

Financial Services
Q2 2018 Filed on Aug 13, 2018
1,820
$47.19 - $55.22 $85.9K - $101K
Breitburn Energy Partners LP Com Ut LTD Ptn
Q2 2018 Filed on Aug 13, 2018
239
N/A
Spdr Series Trust Blmbg Barclays Hi Yld Bnd ETF
Q1 2018 Filed on May 11, 2018
1,034
N/A
DVAX
Dynavax Technologies Corp

Healthcare
Q1 2018 Filed on May 11, 2018
300
$14.65 - $19.9 $4.4K - $5.97K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2018 Filed on May 11, 2018
9,627
$162.0 - $200.6 $1.56M - $1.93M
Achaogen Inc Com
Q1 2018 Filed on May 11, 2018
200
N/A
Broadcom Limited Com
Q1 2018 Filed on May 11, 2018
6
N/A
HE
Hawaiian Electric Industries Inc

Utilities
Q1 2018 Filed on May 11, 2018
1,500
$31.73 - $35.57 $47.6K - $53.4K
AXSM
Axsome Therapeutics, Inc.

Healthcare
Q1 2018 Filed on May 11, 2018
300
$2.35 - $5.6 $705 - $1.68K
OMER
Omeros Corp

Healthcare
Q1 2018 Filed on May 11, 2018
300
$9.0 - $20.16 $2.7K - $6.05K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q1 2018 Filed on May 11, 2018
200
$16.7 - $26.35 $3.34K - $5.27K
NVCR
Novo Cure LTD

Healthcare
Q1 2018 Filed on May 11, 2018
300
$19.3 - $23.65 $5.79K - $7.1K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2018 Filed on May 11, 2018
145
$42.41 - $49.24 $6.15K - $7.14K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2018 Filed on May 11, 2018
361
N/A
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2018 Filed on May 11, 2018
839
N/A
EXEL
Exelixis, Inc.

Healthcare
Q1 2018 Filed on May 11, 2018
600
$22.15 - $31.89 $13.3K - $19.1K
PTEN
Patterson Uti Energy Inc

Energy
Q1 2018 Filed on May 11, 2018
75
$17.19 - $24.7 $1.29K - $1.85K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2018 Filed on May 11, 2018
57
N/A
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
Q4 2017 Filed on Feb 13, 2018
200
$4.16 - $5.33 $832 - $1.07K
Nabors Industries LTD New Ord
Q4 2017 Filed on Feb 13, 2018
117
N/A
NOK
Nokia Corp

Technology
Q4 2017 Filed on Feb 13, 2018
115
$4.55 - $6.08 $523 - $699
ERF
Enerplus Corp

Energy
Q4 2017 Filed on Feb 13, 2018
303
$8.25 - $10.12 $2.5K - $3.07K
Quintiles Ims Holdings Inc Com
Q4 2017 Filed on Feb 13, 2018
55
N/A
Priceline Group Inc Com
Q4 2017 Filed on Feb 13, 2018
684
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2017 Filed on Feb 13, 2018
345
$29.69 - $34.22 $10.2K - $11.8K
Level 3 Communications Inc Com
Q4 2017 Filed on Feb 13, 2018
53
N/A
CARA
Cara Therapeutics, Inc.

Healthcare
Q4 2017 Filed on Feb 13, 2018
200
$11.86 - $14.08 $2.37K - $2.82K
E Trade Financial Corp New Com
Q4 2017 Filed on Feb 13, 2018
1
N/A
UNIT
Uniti Group Inc.

Real Estate
Q4 2017 Filed on Feb 13, 2018
129
$14.6 - $18.55 $1.88K - $2.39K
Clarent Corp Com
Q4 2017 Filed on Feb 13, 2018
100
N/A
Fifth Street Financial Corp Com
Q4 2017 Filed on Feb 13, 2018
403
N/A
CIEN
Ciena Corp

Technology
Q4 2017 Filed on Feb 13, 2018
2
$19.57 - $22.56 $39.1 - $45.1
United States Nat Gas Fund ETF
Q4 2017 Filed on Feb 13, 2018
3,580
N/A
JBLU
Jetblue Airways Corp

Industrials
Q4 2017 Filed on Feb 13, 2018
67
$18.51 - $22.58 $1.24K - $1.51K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2017 Filed on Feb 13, 2018
842
$112.97 - $114.3 $95.1K - $96.2K
BCOR
Blucora, Inc.

Financial Services
Q4 2017 Filed on Feb 13, 2018
2
$19.2 - $25.9 $38.4 - $51.8
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