David Winters

David Winters

Last Update: 05-13-2016
Related: Wintergreen Fund

Number of Stocks: 9
Number of New Stocks: 1

Total Value: $279 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Winters Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
RAI Reynolds American Inc 2016-03-31 Reduce-5.91%$45.2 - $51.89
($48.99)
$ 52.317%Reduce -19.91%1,982,420
MO Altria Group Inc 2016-03-31 Reduce-4.96%$57.2 - $63
($60.38)
$ 68.8014%Reduce -31.00%728,441
UNP Union Pacific Corp 2016-03-31 Reduce-1.12%$68.79 - $84.42
($77.26)
$ 92.2819%Reduce -26.00%156,426
GOOGL Alphabet Inc 2016-03-31 Reduce-1.08%$701.02 - $780.91
($736.08)
$ 757.523%Reduce -21.06%19,921
GOOG Alphabet Inc 2016-03-31 Reduce-1.05%$678.11 - $764.65
($716.19)
$ 739.773%Reduce -21.02%20,003
KO Coca-Cola Co 2016-03-31 Reduce-0.64%$41.38 - $46.58
($43.47)
$ 45.575%Reduce -15.23%318,485
BHI Baker Hughes Inc 2016-03-31 Reduce-0.23%$38.88 - $47.44
($43.13)
$ 43.711%Reduce -17.00%91,617
RAI Reynolds American Inc 2015-12-31 Reduce-2.83%$44.01 - $49.49
($46.33)
$ 52.3113%Reduce -11.13%2,475,160
KO Coca-Cola Co 2015-12-31 Reduce-2.73%$40.39 - $43.84
($42.51)
$ 45.577%Reduce -46.79%375,716
MO Altria Group Inc 2015-12-31 Reduce-2.02%$54.86 - $61.53
($58.01)
$ 68.8019%Reduce -14.60%1,055,788
CNQ Canadian Natural Resources Ltd 2015-12-31 Reduce-1.84%$19.8 - $25.6
($23.18)
$ 30.0730%Reduce -16.93%2,251,197
UNP Union Pacific Corp 2015-12-31 Reduce-1.46%$75.43 - $97.05
($85.6)
$ 92.288%Reduce -27.55%211,396
GOOGL Alphabet Inc 2015-12-31 Reduce-1.15%$656.99 - $793.96
($742.51)
$ 757.522%Reduce -25.83%25,236
GOOG Alphabet Inc 2015-12-31 Reduce-1.1%$626.91 - $776.6
($720.15)
$ 739.773%Reduce -25.76%25,328
BEN Franklin Resources Inc 2015-09-30 Reduce-2.21%$36.36 - $49.63
($43.29)
$ 34.66-20%Reduce -13.30%1,554,224
CNQ Canadian Natural Resources Ltd 2015-09-30 Reduce-0.66%$19.05 - $26.98
($22.76)
$ 30.0732%Reduce -4.51%2,709,968
KO Coca-Cola Co 2015-09-30 Reduce-0.61%$37.99 - $42.12
($40.07)
$ 45.5714%Reduce -10.42%706,068
MO Altria Group Inc 2015-09-30 Reduce-0.01%$48.99 - $55.76
($53.62)
$ 68.8028%Reduce -0.09%1,236,303
CNQ Canadian Natural Resources Ltd 2015-06-30 Reduce-1.82%$27.16 - $34.15
($31.13)
$ 30.07-3%Reduce -11.26%2,837,855
BEN Franklin Resources Inc 2015-06-30 Reduce-1.7%$48.89 - $52.63
($51.3)
$ 34.66-32%Reduce -10.05%1,792,740
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

David Winters's Profile:

Manager of Wintergreen Fund, David J. Winters, was formerly chief executive officer and chief investment officer of Franklin Mutual Advisers. Winters resigned from that $35 billion fund behemoth in order to found his own mutual fund. The Wintergreen Fund (WRGNX), incepted in October 2005.



David Winters's Performance:

Average Annual Return of Wintergreen Fund
5 Yrs 10 Yrs
2.9% 5.1%
» More Profile & Performance

David Winters's Current Portfolio:

» More Current Portfolio

David Winters's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 57.5% 57.5%
Real Estate 25.5% 25.5%
Technology 4.7% 4.7%
Industrials 1.4% 1.4%
Energy 0% 0%
» More Sector Weightings

David Winters's News:

» More Related News


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