Windsor Capital Management’s AMERN STRATEGIC INCOME PORTFOL ASP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
– Sell
-28,395
Closed -$291K – 98
2014
Q2
$291K Sell
28,395
-4,376
-13% -$43.9K 0.16% 77
2014
Q1
$323K Sell
32,771
-2,933
-8% -$28.3K 0.19% 70
2013
Q4
$321K Sell
35,704
-13,867
-28% -$134K 0.19% 64
2013
Q3
$484K Sell
49,571
-40,276
-45% -$395K 0.28% 51
2013
Q2
$941K Buy
+89,847
New +$1M 0.56% 36

Windsor Capital Management's ASP Position: Q3 2014 in Review

Windsor Capital Management sold out of AMERN STRATEGIC INCOME PORTFOL (ASP) in Q3 2014, closing a stake of 28,395 shares — an estimated $291K sold.

Windsor Capital Management first reported a position in ASP in Q2 2013 and held it in 5 quarters. The position peaked at $941K in Q2 2013. 0 funds tracked by Wall St. Rank hold ASP as of Q3 2014.

  • Windsor Capital Management reported no remaining AMERN STRATEGIC INCOME PORTFOL position as of Q3 2014 after selling out during the quarter.
  • Windsor Capital Management sold 28,395 AMERN STRATEGIC INCOME PORTFOL shares in Q3 2014, an estimated $291K.
  • Windsor Capital Management first reported a position in AMERN STRATEGIC INCOME PORTFOL in Q2 2013 and held it in 5 quarters.
  • Windsor Capital Management's AMERN STRATEGIC INCOME PORTFOL position peaked at $941K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held AMERN STRATEGIC INCOME PORTFOL as of Q3 2014.

Based on Windsor Capital Management's 13F filing for Q3 2014, filed 17 Oct 2014.