WCM
BSP

Windsor Capital Management’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

Windsor Capital Management’s Portfolio BSP Stock Details BSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-26,099
Closed -$229K – 99
2014
Q2 		$229K Sell
26,099
-2,646
-9% -$22.7K 0.13% 85
2014
Q1 		$239K Sell
28,745
-5,671
-16% -$45.9K 0.14% 78
2013
Q4 		$265K Sell
34,416
-12,327
-26% -$98.7K 0.16% 74
2013
Q3 		$379K Sell
46,743
-33,359
-42% -$268K 0.22% 59
2013
Q2 		$658K Buy
+80,102
New +$704K 0.39% 47

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

Windsor Capital Management sold out of AMERN STRATEGIC INCM PORTF II (BSP) in Q3 2014, closing a stake of 26,099 shares — an estimated $229K sold.

Windsor Capital Management first reported a position in BSP in Q2 2013 and held it in 5 quarters. The position peaked at $658K in Q2 2013. 0 funds tracked by Wall St. Rank hold BSP as of Q3 2014.

  • Windsor Capital Management reported no remaining AMERN STRATEGIC INCM PORTF II position as of Q3 2014 after selling out during the quarter.
  • Windsor Capital Management sold 26,099 AMERN STRATEGIC INCM PORTF II shares in Q3 2014, an estimated $229K.
  • Windsor Capital Management first reported a position in AMERN STRATEGIC INCM PORTF II in Q2 2013 and held it in 5 quarters.
  • Windsor Capital Management's AMERN STRATEGIC INCM PORTF II position peaked at $658K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held AMERN STRATEGIC INCM PORTF II as of Q3 2014.

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