Winch Advisory Services, LLC Closed Holding Positions

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
K12 Inc Com
Q4 2020 Filed on Feb 09, 2021
168
N/A
PAA
Plains All American Pipeline LP

Energy
Q4 2020 Filed on Feb 09, 2021
116
$5.76 - $9.68 $668 - $1.12K
SCCO
Southern Copper Corp

Basic Materials
Q4 2020 Filed on Feb 09, 2021
60
$44.49 - $65.82 $2.67K - $3.95K
RDN
Radian Group Inc

Financial Services
Q4 2020 Filed on Feb 09, 2021
53
$14.94 - $20.49 $792 - $1.09K
SOUHY
South32 LTD Sponsored Adr(Aust

Basic Materials
Q4 2020 Filed on Feb 09, 2021
8
$7.05 - $10.03 $56.4 - $80.2
Livongo Health Inc Com
Q4 2020 Filed on Feb 09, 2021
106
N/A
General Moly Inc Com
Q4 2020 Filed on Feb 09, 2021
250
N/A
AUY
Yamana Gold Inc.

Basic Materials
Q4 2020 Filed on Feb 09, 2021
122
$5.04 - $6.17 $615 - $753
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2020 Filed on Feb 09, 2021
534
$92.55 - $93.62 $49.4K - $50K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2020 Filed on Feb 09, 2021
248
$15.67 - $21.61 $3.89K - $5.36K
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
VRM
Vroom, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
61
$33.13 - $51.45 $2.02K - $3.14K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2020 Filed on Feb 09, 2021
1
$56.17 - $76.51 $56.2 - $76.5
GIS
General Mills Inc

Consumer Defensive
Q4 2020 Filed on Feb 09, 2021
28
$58.36 - $62.72 $1.63K - $1.76K
Tortoise Acquisition Corp Com Cl A
Q4 2020 Filed on Feb 09, 2021
89
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
CVE
Cenovus Energy Inc.

Energy
Q4 2020 Filed on Feb 09, 2021
9,285
$3.28 - $6.21 $30.5K - $57.7K
Dynex Capital Inc Com
Q4 2020 Filed on Feb 09, 2021
226
N/A
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2020 Filed on Feb 09, 2021
271
$76.08 - $86.67 $20.6K - $23.5K
PNNT
Pennantpark Investment Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
959
$2.85 - $4.62 $2.73K - $4.43K
PSEC
Prospect Capital Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
509
$4.95 - $5.6 $2.52K - $2.85K
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
Walter Energy Inc Com
Q4 2020 Filed on Feb 09, 2021
11
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
Pacific Coast Oil Tr Com
Q4 2020 Filed on Feb 09, 2021
461
N/A
DK
Delek Us Holdings, Inc.

Energy
Q4 2020 Filed on Feb 09, 2021
1,913
$9.28 - $17.12 $17.8K - $32.8K
Just Energy Group Inc Com
Q4 2020 Filed on Feb 09, 2021
24
N/A
CHX
Champion X Corp

Energy
Q3 2020 Filed on Nov 04, 2020
29
$7.97 - $11.25 $231 - $326
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
Omega Nav Ent Inc Com Delisted
Q3 2020 Filed on Nov 04, 2020
491
N/A
COUP
Coupa Software Inc

Technology
Q3 2020 Filed on Nov 04, 2020
45
$243.24 - $344.42 $10.9K - $15.5K
DOG
Proshares Short Dow30 ETF New

ETFs
Q3 2020 Filed on Nov 04, 2020
3
$42.0 - $47.91 $126 - $144
VCR
Vanguard Consumer Discretionar

ETFs
Q3 2020 Filed on Nov 04, 2020
18
$202.32 - $250.9 $3.64K - $4.52K
Wisdomtree Trust Floatng Rat Trea ETF
Q3 2020 Filed on Nov 04, 2020
4,078
N/A
BL
Blackline, Inc.

Technology
Q3 2020 Filed on Nov 04, 2020
70
$72.59 - $92.8 $5.08K - $6.5K
NAT
Nordic American Tankers LTD

Industrials
Q3 2020 Filed on Nov 04, 2020
122
$3.42 - $4.69 $417 - $572
Quidel Corp Com
Q3 2020 Filed on Nov 04, 2020
59
N/A
UNP
Union Pacific Corp

Industrials
Q3 2020 Filed on Nov 04, 2020
8
$165.99 - $202.37 $1.33K - $1.62K
SWAV
Shockwave Medical, Inc.

Healthcare
Q3 2020 Filed on Nov 04, 2020
125
$42.79 - $75.8 $5.35K - $9.48K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Aug 12, 2020
72
$85.62 - $110.58 $6.16K - $7.96K
Raytheon CO Com
Q2 2020 Filed on Aug 12, 2020
266
N/A
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2020 Filed on Aug 12, 2020
2,032
$119.96 - $121.18 $244K - $246K
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
Q2 2020 Filed on Aug 12, 2020
100
$42.0 - $110.33 $4.2K - $11K
PSX
Phillips 66

Energy
Q2 2020 Filed on Aug 12, 2020
69
$49.51 - $89.73 $3.42K - $6.19K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2020 Filed on Aug 12, 2020
84
$32.14 - $58.83 $2.7K - $4.94K
Apergy Corporation Com
Q2 2020 Filed on Aug 12, 2020
29
N/A
United Technologies Corp Com
Q2 2020 Filed on Aug 12, 2020
4,421
N/A
Kemet Corp Com
Q2 2020 Filed on Aug 12, 2020
235
N/A
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email