WCM
CSI

Windsor Capital Management’s Cutwater Select Income Fund CSI Stock Holding History

Windsor Capital Management’s Portfolio CSI Stock Details CSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,397
Closed -$26K – 350
2013
Q4 		$26K Hold
1,397
– – 0.02% 240
2013
Q3 		$25K Hold
1,397
– – 0.01% 255
2013
Q2 		$26K Buy
+1,397
New +$27.6K 0.02% 237

Other funds holding CSI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Windsor Capital Management's CSI Position: Q1 2014 in Review

Windsor Capital Management sold out of Cutwater Select Income Fund (CSI) in Q1 2014, closing a stake of 1,397 shares — an estimated $26K sold.

Windsor Capital Management first reported a position in CSI in Q2 2013 and held it in 3 quarters. The position peaked at $26K in Q4 2013. 33 funds tracked by Wall St. Rank hold CSI as of Q1 2014.

  • Windsor Capital Management reported no remaining Cutwater Select Income Fund position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 1,397 Cutwater Select Income Fund shares in Q1 2014, an estimated $26K.
  • Windsor Capital Management first reported a position in Cutwater Select Income Fund in Q2 2013 and held it in 3 quarters.
  • Windsor Capital Management's Cutwater Select Income Fund position peaked at $26K in Q4 2013.
  • 33 funds tracked by Wall St. Rank held Cutwater Select Income Fund as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.