WCM
IRR

Windsor Capital Management’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

Windsor Capital Management’s Portfolio IRR Stock Details IRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed -$1K – 564
2015
Q3 		$1K Buy
+200
New +$1.32K ﹤0.01% 562

Other funds holding IRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
OTC
Opera Trading Capital Paris, France $419M AUM 0.58% 1-Year Est. Return

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

Windsor Capital Management sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q4 2015, closing a stake of 200 shares — an estimated $1K sold.

Windsor Capital Management first reported a position in IRR in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 41 funds tracked by Wall St. Rank hold IRR as of Q4 2015.

  • Windsor Capital Management reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 200 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q4 2015, an estimated $1K.
  • Windsor Capital Management first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $1K in Q3 2015.
  • 41 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q4 2015.

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