WCM
DOM

Windsor Capital Management’s DOMINION RES BLACK WARRIOR TR DOM Stock Holding History

Windsor Capital Management’s Portfolio DOM Stock Details DOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-400
Closed – – 554
2015
Q3 		$0 Buy
+400
New +$865 ﹤0.01% 595

Other funds holding DOM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $311M AUM 24.14% 1-Year Est. Return

Windsor Capital Management's DOM Position: Q4 2015 in Review

Windsor Capital Management sold out of DOMINION RES BLACK WARRIOR TR (DOM) in Q4 2015, closing a stake of 400 shares.

Windsor Capital Management first reported a position in DOM in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 20 funds tracked by Wall St. Rank hold DOM as of Q4 2015.

  • Windsor Capital Management reported no remaining DOMINION RES BLACK WARRIOR TR position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 400 DOMINION RES BLACK WARRIOR TR shares in Q4 2015.
  • Windsor Capital Management first reported a position in DOMINION RES BLACK WARRIOR TR in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's DOMINION RES BLACK WARRIOR TR position peaked at $0 in Q3 2015.
  • 20 funds tracked by Wall St. Rank held DOMINION RES BLACK WARRIOR TR as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.