$143 Million is the total value of Winfield Associates, Inc.'s 297 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 2.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RAD | RITE AID CORP COMstock | $829,000 | +15.6% | 95,400 | 0.0% | 0.58% | +10.2% | |
| LQD | ISHARES IBOXX CORPORATE BOND ETFetf | $741,000 | +1.9% | 6,090 | 0.0% | 0.52% | -3.0% | |
| SJM | SMUCKER J M CO COM NEWstock | $639,000 | +14.5% | 5,525 | 0.0% | 0.45% | +9.3% | |
| PEP | PEPSICO INC COMstock | $550,000 | +1.1% | 5,750 | 0.0% | 0.39% | -3.5% | |
| DIA | SPDR DOW JONES INDUSTRIAL ETFetf | $448,000 | -0.2% | 2,525 | 0.0% | 0.31% | -4.8% | |
| SHM | SPDR SHORT-TERM MUNICIPAL BOND ETFetf | $365,000 | +0.3% | 15,000 | 0.0% | 0.26% | -4.5% | |
| SHV | ISHARES SHORT TREASURY BOND ETFetf | $319,000 | 0.0% | 2,895 | 0.0% | 0.22% | -4.7% | |
| IBME | ISHARES IBONDS SEP 2016 AMT-FREE MUNI BOND ETFetf | $266,000 | 0.0% | 4,993 | 0.0% | 0.19% | -5.1% | |
| RPM | RPM INTL INC COMstock | $264,000 | -5.4% | 5,500 | 0.0% | 0.18% | -9.8% | |
| IWM | ISHARES RUSSELL 2000 ETFetf | $262,000 | +4.0% | 2,110 | 0.0% | 0.18% | -0.5% | |
| IBMF | ISHARES IBONDS SEP 2017 AMT-FREE MUNI BOND ETFetf | $258,000 | +0.4% | 4,688 | 0.0% | 0.18% | -4.2% | |
| SPSB | SPDR BARCLAYS CAPITAL SHORT TERM CORP BDetf | $257,000 | +0.8% | 8,350 | 0.0% | 0.18% | -3.7% | |
| UNP | UNION PAC CORP COMstock | $244,000 | -9.0% | 2,250 | 0.0% | 0.17% | -13.2% | |
| BSCH | GUGGENHEIM BULLETSHARES 2017 CORPORATE BOND ETFetf | $244,000 | +0.4% | 10,700 | 0.0% | 0.17% | -4.5% | |
| BSCG | GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETFetf | $238,000 | +0.8% | 10,700 | 0.0% | 0.17% | -4.0% | |
| VB | VANGUARD SMALL CAP ETFetf | $235,000 | +5.4% | 1,915 | 0.0% | 0.16% | +0.6% | |
| IVV | ISHARES CORE S&P 500 ETFetf | $230,000 | +0.4% | 1,105 | 0.0% | 0.16% | -4.2% | |
| KEY | KEYCORP NEW COMstock | $220,000 | +1.9% | 15,549 | 0.0% | 0.15% | -3.1% | |
| LOW | LOWES COS INC COMstock | $216,000 | +8.0% | 2,900 | 0.0% | 0.15% | +2.7% | |
| BSCI | GUGGENHEIM BULLETSHARES 2018 CORPORATE BOND ETFetf | $213,000 | +0.9% | 10,000 | 0.0% | 0.15% | -3.9% | |
| 5021PS | LNB BANCORP INC COMstock | $198,000 | -1.0% | 11,120 | 0.0% | 0.14% | -5.4% | |
| XOM | EXXON MOBIL CORP COMstock | $191,000 | -8.2% | 2,250 | 0.0% | 0.13% | -12.4% | |
| MBB | ISHARES MBS BOND ETFetf | $179,000 | +1.1% | 1,622 | 0.0% | 0.12% | -3.8% | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $162,000 | +0.6% | 1,903 | 0.0% | 0.11% | -3.4% | |
| MO | ALTRIA GROUP INC COMstock | $156,000 | +1.3% | 3,125 | 0.0% | 0.11% | -3.5% | |
| PM | PHILIP MORRIS INTL INCstock | $149,000 | -7.5% | 1,980 | 0.0% | 0.10% | -11.9% | |
| T | AT&T INC COMstock | $145,000 | -3.3% | 4,455 | 0.0% | 0.10% | -7.3% | |
| IBMG | ISHARES IBONDS SEP 2018 AMT-FREE MUNI BOND ETFetf | $127,000 | -0.8% | 5,000 | 0.0% | 0.09% | -5.3% | |
| IJH | ISHARES CORE S&P MID CAP ETFetf | $122,000 | +5.2% | 800 | 0.0% | 0.09% | +1.2% | |
| VZ | VERIZON COMMUNICATIONSstock | $117,000 | +4.5% | 2,400 | 0.0% | 0.08% | 0.0% | |
| IBDB | ISHARES IBONDS MAR 2018 CORPORATE ETFetf | $110,000 | +1.9% | 1,060 | 0.0% | 0.08% | -2.5% | |
| BSCF | GUGGENHEIM BULLETSHARES 2015 CORPORATE BOND ETFetf | $108,000 | 0.0% | 5,000 | 0.0% | 0.08% | -3.8% | |
| TIP | ISHARES TIPS BOND ETFetf | $102,000 | +1.0% | 900 | 0.0% | 0.07% | -4.1% | |
| ORLY | O REILLY AUTOMOTIVE INC NEW COMstock | $86,000 | +11.7% | 400 | 0.0% | 0.06% | +5.3% | |
| EOG | EOG RESOURCES INCstock | $83,000 | 0.0% | 900 | 0.0% | 0.06% | -4.9% | |
| IBDA | ISHARES IBONDS MAR 2016 CORPORATE ETFetf | $82,000 | 0.0% | 810 | 0.0% | 0.06% | -5.0% | |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETFetf | $80,000 | +2.6% | 610 | 0.0% | 0.06% | -1.8% | |
| TNH | TERRA NITROGEN CO L P COM UNITmlp | $73,000 | +43.1% | 500 | 0.0% | 0.05% | +37.8% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $69,000 | +1.5% | 920 | 0.0% | 0.05% | -4.0% | |
| BHK | BLACKROCK CORE BD TR SHS BEN INTcef | $69,000 | +4.5% | 5,000 | 0.0% | 0.05% | -2.0% | |
| IBMD | ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETFetf | $63,000 | 0.0% | 1,195 | 0.0% | 0.04% | -4.3% | |
| FVL | FIRST TRUST VALUELINE 100 EXCHANGE-TRADED FUNDetf | $59,000 | +5.4% | 2,739 | 0.0% | 0.04% | 0.0% | |
| SLB | SCHLUMBERGER LTD COMstock | $58,000 | -3.3% | 700 | 0.0% | 0.04% | -6.8% | |
| KO | COCA COLA CO COMstock | $57,000 | -3.4% | 1,400 | 0.0% | 0.04% | -7.0% | |
| PDT | JOHN HANCOCK PATRIOT PREMIUM DIV. FND. IIcef | $56,000 | +1.8% | 4,000 | 0.0% | 0.04% | -2.5% | |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $51,000 | 0.0% | 504 | 0.0% | 0.04% | -2.7% | |
| LBF | DEUTSCHE GLOBAL HIGH INCOME FD COMcef | $50,000 | +6.4% | 6,000 | 0.0% | 0.04% | 0.0% | |
| IWV | ISHARES TRUST RUSSELL 3000 INDEX FDetf | $45,000 | +2.3% | 363 | 0.0% | 0.03% | 0.0% | |
| TGT | TARGET CORP COMstock | $45,000 | +7.1% | 553 | 0.0% | 0.03% | +3.2% | |
| RDSA | ROYAL DUTCH SHELL PLC-ADRadr | $44,000 | -10.2% | 730 | 0.0% | 0.03% | -13.9% | |
| TD | TORONTO DOMINION BK ONT COM NEWstock | $43,000 | -10.4% | 1,000 | 0.0% | 0.03% | -14.3% | |
| O | REALTY INCOME CORP COMreit | $41,000 | +7.9% | 800 | 0.0% | 0.03% | +3.6% | |
| XSW | SPDR S&P SOFTWARE & SERVICES ETFetf | $42,000 | +5.0% | 425 | 0.0% | 0.03% | 0.0% | |
| D | DOMINION RES INC VA NEW COMstock | $40,000 | -9.1% | 566 | 0.0% | 0.03% | -12.5% | |
| FXF | CURRENCYSHARES SWISS FRANC TRUSTetf | $40,000 | +2.6% | 400 | 0.0% | 0.03% | -3.4% | |
| KEYPRG | KEYCORP NEW PFD 7.75% SR Aconvertible preferred | $39,000 | 0.0% | 300 | 0.0% | 0.03% | -6.9% | |
| UNH | UNITEDHEALTH GROUPstock | $35,000 | +16.7% | 300 | 0.0% | 0.02% | +13.6% | |
| COL | ROCKWELL COLLINS INC COMstock | $34,000 | +13.3% | 350 | 0.0% | 0.02% | +9.1% | |
| AMGN | AMGEN INC COMstock | $32,000 | 0.0% | 200 | 0.0% | 0.02% | -8.3% | |
| IBM | INTL BUSINESS MACHINESstock | $32,000 | 0.0% | 200 | 0.0% | 0.02% | -8.3% | |
| POL | POLYONE CORP COMstock | $30,000 | -3.2% | 808 | 0.0% | 0.02% | -8.7% | |
| PIM | PUTNAM MASTER INTER INCOME TR SH BEN INTcef | $29,000 | 0.0% | 6,000 | 0.0% | 0.02% | -4.8% | |
| ABT | ABBOTT LABS COMstock | $28,000 | +3.7% | 600 | 0.0% | 0.02% | 0.0% | |
| IYJ | ISHARES US INDUSTRIALS ETFetf | $28,000 | 0.0% | 260 | 0.0% | 0.02% | -4.8% | |
| STIP | ISHARES 0-5 YR TIPS BOND ETFetf | $28,000 | 0.0% | 279 | 0.0% | 0.02% | -4.8% | |
| CAH | CARDINAL HEALTH INC COMstock | $27,000 | +12.5% | 300 | 0.0% | 0.02% | +5.6% | |
| P105PS | INTEGRYS ENERGY GROUP INC COMstock | $26,000 | -7.1% | 362 | 0.0% | 0.02% | -14.3% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $26,000 | 0.0% | 318 | 0.0% | 0.02% | -5.3% | |
| JD | JD COM INC SPON ADR CL Aadr | $26,000 | +23.8% | 900 | 0.0% | 0.02% | +20.0% | |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $26,000 | +4.0% | 150 | 0.0% | 0.02% | 0.0% | |
| RQI | COHEN & STEERS QUALITY RLTY FD COMcef | $25,000 | +4.2% | 2,000 | 0.0% | 0.02% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP COMstock | $25,000 | +8.7% | 153 | 0.0% | 0.02% | +5.9% | |
| GIS | GENERAL MLS INC COMstock | $23,000 | +9.5% | 400 | 0.0% | 0.02% | +6.7% | |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $21,000 | +5.0% | 150 | 0.0% | 0.02% | 0.0% | |
| IYF | ISHARES U.S. FINANCIALS ETFetf | $20,000 | 0.0% | 220 | 0.0% | 0.01% | -6.7% | |
| DEO | DIAGEO PLCadr | $18,000 | 0.0% | 161 | 0.0% | 0.01% | 0.0% | |
| IGN | ISHARES NORTH AMERICAN TECH-MULTIMEDIA NETWORKING ETFetf | $19,000 | 0.0% | 500 | 0.0% | 0.01% | -7.1% | |
| GGP | GENERAL GROWTH PPTYS INC NEW COMreit | $18,000 | 0.0% | 623 | 0.0% | 0.01% | 0.0% | |
| MYE | MYERS INDS INC COMstock | $18,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| NRK | NUVEEN NY AMT FREE MUN INCOME COMcef | $18,000 | 0.0% | 1,400 | 0.0% | 0.01% | 0.0% | |
| LLY | LILLY ELI & CO COMstock | $19,000 | +5.6% | 260 | 0.0% | 0.01% | 0.0% | |
| RCL | ROYAL CARIBBEAN CRUISES LTD COMstock | $17,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% | |
| MRK | MERCK & CO INCstock | $17,000 | +6.2% | 288 | 0.0% | 0.01% | 0.0% | |
| MDYV | SPDR S&P 400 MID CAP VALUE ETFetf | $17,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| NUO | NUVEEN OHIO QUALITY INCOME MUN COMcef | $15,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $16,000 | 0.0% | 300 | 0.0% | 0.01% | -8.3% | |
| QQQ | POWERSHARES QQQ TRetf | $16,000 | +6.7% | 150 | 0.0% | 0.01% | 0.0% | |
| USIG | ISHARES CORE US CREDIT BOND ETFetf | $15,000 | 0.0% | 132 | 0.0% | 0.01% | 0.0% | |
| OKS | ONEOK PARTNERS LPmlp | $16,000 | 0.0% | 400 | 0.0% | 0.01% | -8.3% | |
| TSLA | TESLA MOTORS INCstock | $14,000 | -17.6% | 76 | 0.0% | 0.01% | -16.7% | |
| CFBK | CENTRAL FED CORP COM NEWstock | $14,000 | +16.7% | 10,000 | 0.0% | 0.01% | +11.1% | |
| XTN | SPDR S&P TRANSPORTATION ETFetf | $13,000 | -7.1% | 125 | 0.0% | 0.01% | -10.0% | |
| IYE | ISHARES DJ US ENERGYetf | $13,000 | 0.0% | 300 | 0.0% | 0.01% | -10.0% | |
| PICO | PICO HLDGS INC COM NEWstock | $13,000 | -13.3% | 800 | 0.0% | 0.01% | -18.2% | |
| C | CITIGROUP INCstock | $12,000 | -7.7% | 240 | 0.0% | 0.01% | -20.0% | |
| ALGN | ALIGN TECHNOLOGY INC COMstock | $11,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| KYE | KAYNE ANDERSON ENRGY TTL RT FD COMcef | $12,000 | -14.3% | 500 | 0.0% | 0.01% | -20.0% | |
| GLD | SPDR GOLD ETFetf | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETFetf | $11,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| WMT | WAL-MART STORES INC COMstock | $11,000 | -8.3% | 138 | 0.0% | 0.01% | -11.1% | |
| SPG | SIMON PPTY GROUP INC NEW COMreit | $12,000 | +9.1% | 62 | 0.0% | 0.01% | 0.0% | |
| VGK | VANGUARD EUROPEANetf | $11,000 | +10.0% | 200 | 0.0% | 0.01% | +14.3% | |
| CTXS | CITRIX SYS INC COMstock | $10,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| NKE | NIKE INC CLASS Bstock | $10,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| PAY | VERIFONE SYS INC COMstock | $10,000 | -9.1% | 300 | 0.0% | 0.01% | -12.5% | |
| YHOO | YAHOO INCstock | $9,000 | -10.0% | 200 | 0.0% | 0.01% | -14.3% | |
| IEF | ISHARES 7-10 YR TREASURY BOND ETFetf | $9,000 | 0.0% | 83 | 0.0% | 0.01% | -14.3% | |
| JTP | NUVEEN QUALITY PFD INCOME FD COMcef | $9,000 | +12.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VOO | VANGUARD S&P 500 ETFetf | $9,000 | 0.0% | 50 | 0.0% | 0.01% | -14.3% | |
| ARNA | ARENA PHARMACEUTICALS INC COMstock | $9,000 | +28.6% | 2,000 | 0.0% | 0.01% | +20.0% | |
| GG | GOLDCORP INC NEW COMstock | $7,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| VTTI | VTTI ENERGY PARTNERS LP COM UNIT RP LTmlp | $7,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| ENPH | ENPHASE ENERGY INC COMstock | $7,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| RICE | RICE ENERGY INC COMstock | $7,000 | +16.7% | 300 | 0.0% | 0.01% | +25.0% | |
| HOLX | HOLOGIC INC COMstock | $7,000 | +40.0% | 200 | 0.0% | 0.01% | +25.0% | |
| NQS | NUVEEN SELECT QUALITY MUN FD COMcef | $7,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| MM | MILLENNIAL MEDIA INC COMstock | $7,000 | -12.5% | 4,800 | 0.0% | 0.01% | -16.7% | |
| VEU | VANGUARD FTSE ALL-WORLD EX-USetf | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NXZ | NUVEEN DIV ADVANTAGE MUN FD 2 COMcef | $5,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% | |
| NUV | NUVEEN MUN VALUE FDcef | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| SLX | MARKET VECTORS STEEL ETFetf | $6,000 | -14.3% | 200 | 0.0% | 0.00% | -20.0% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC COMstock | $6,000 | 0.0% | 573 | 0.0% | 0.00% | 0.0% | |
| TV | GRUPO TELEVISA SA SPON ADR REP ORDadr | $5,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| SNSS | SUNESIS PHARMACEUTICALS INC COM NEWstock | $5,000 | -16.7% | 2,215 | 0.0% | 0.00% | 0.0% | |
| TMUS | T MOBILE US INC COMstock | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BB | BLACKBERRY LTD COMstock | $6,000 | -25.0% | 700 | 0.0% | 0.00% | -33.3% | |
| COST | COSTCO WHOLESALE CORPstock | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CLF | CLIFFS NAT RES INC COMstock | $4,000 | -33.3% | 900 | 0.0% | 0.00% | -25.0% | |
| HII | HUNTINGTON INGALLS INDS INC COMstock | $4,000 | +33.3% | 25 | 0.0% | 0.00% | +50.0% | |
| ACG | ALLIANCE BERNSTEIN INCOME FUNDcef | $4,000 | 0.0% | 541 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC COMstock | $4,000 | +33.3% | 10 | 0.0% | 0.00% | +50.0% | |
| WNC | WABASH NATL CORP COMstock | $4,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD INC COMcef | $4,000 | -20.0% | 400 | 0.0% | 0.00% | -25.0% | |
| CPL | CPFL ENERGIA S A SPONSORED ADRadr | $3,000 | -25.0% | 275 | 0.0% | 0.00% | -33.3% | |
| PAAS | PAN AMERICAN SILVER CORP COMstock | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| BAC | BANK AMER CORP COMstock | $3,000 | -25.0% | 200 | 0.0% | 0.00% | -33.3% | |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADRadr | $3,000 | 0.0% | 550 | 0.0% | 0.00% | 0.0% | |
| PDLI | PDL BIOPHARMA INC COMstock | $2,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| CP | CANADIAN PAC RY LTD COMstock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP COMstock | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| VVUS | VIVUS INC COMstock | $1,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| DOVR | DOVER SADDLERY INC COMstock | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| EXEL | EXELIXIS INC COMstock | $1,000 | – | 300 | 0.0% | 0.00% | – | |
| GSVC | GSV CAP CORP COMcef | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PBW | POWERSHARES WILDERHILL CLEAN ENERGY PORTFOLIOetf | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MHRCQ | MAGNUM HUNTER RES CORP DEL COMstock | $1,000 | -50.0% | 500 | 0.0% | 0.00% | 0.0% | |
| TNK | TEEKAY TANKERS LTD CL Astock | $2,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| JHP | NUVEEN QUALITY PFD INC FD 3 COMcef | $2,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% | |
| 4305PS | ALCATEL-LUCENT SPONSORED ADRadr | $0 | – | 6 | 0.0% | 0.00% | – | |
| STPFQ | SUNTECH PWR HLDGS CO LTD ADRadr | $0 | – | 50 | 0.0% | 0.00% | – | |
| HNSN | HANSEN MEDICAL INC COMstock | $0 | – | 550 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 34 | Q1 2022 | 8.2% |
| AMAZON COM INC COM | 34 | Q1 2022 | 9.0% |
| SPDR S&P 500 TRUST | 34 | Q1 2022 | 4.9% |
| MICROSOFT CORP COM | 34 | Q1 2022 | 6.6% |
| ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND | 34 | Q1 2022 | 6.4% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 34 | Q1 2022 | 5.0% |
| CONSUMER DISCRETIONARY SEL SECTOR SPDR FD | 34 | Q1 2022 | 4.4% |
| ISHARES S&P MIDCAP 400 GROWTH INDEX | 34 | Q1 2022 | 2.7% |
| VISA INC COM CL A | 34 | Q1 2022 | 2.9% |
| PIMCO ETF TR ENHAN SHRT MA AC | 34 | Q1 2022 | 5.9% |
View Winfield Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-05 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-10-14 |
| 13F-HR | 2021-08-11 |
| 13F-HR | 2021-04-12 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-10-14 |
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-04 |
| 13F-HR | 2020-01-13 |
View Winfield Associates, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.