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.