WCM
CSP

Windsor Capital Management’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

Windsor Capital Management’s Portfolio CSP Stock Details CSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100,584
Closed -$736K – 96
2014
Q2 		$736K Sell
100,584
-5,947
-6% -$43K 0.41% 46
2014
Q1 		$757K Sell
106,531
-8,885
-8% -$61.1K 0.45% 45
2013
Q4 		$757K Sell
115,416
-5,616
-5% -$37.5K 0.44% 45
2013
Q3 		$838K Sell
121,032
-39,778
-25% -$272K 0.49% 39
2013
Q2 		$1.13M Buy
+160,810
New +$1.16M 0.68% 31

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

Windsor Capital Management sold out of AMER STRATEGIC INCM PTFL-III (CSP) in Q3 2014, closing a stake of 100,584 shares — an estimated $736K sold.

Windsor Capital Management first reported a position in CSP in Q2 2013 and held it in 5 quarters. The position peaked at $1.13M in Q2 2013. 0 funds tracked by Wall St. Rank hold CSP as of Q3 2014.

  • Windsor Capital Management reported no remaining AMER STRATEGIC INCM PTFL-III position as of Q3 2014 after selling out during the quarter.
  • Windsor Capital Management sold 100,584 AMER STRATEGIC INCM PTFL-III shares in Q3 2014, an estimated $736K.
  • Windsor Capital Management first reported a position in AMER STRATEGIC INCM PTFL-III in Q2 2013 and held it in 5 quarters.
  • Windsor Capital Management's AMER STRATEGIC INCM PTFL-III position peaked at $1.13M in Q2 2013.
  • 0 funds tracked by Wall St. Rank held AMER STRATEGIC INCM PTFL-III as of Q3 2014.

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