WCM
LCM

Windsor Capital Management’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History

Windsor Capital Management’s Portfolio LCM Stock Details LCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-300
Closed -$2K – 511
2015
Q3 		$2K Buy
+300
New +$2.63K ﹤0.01% 528

Other funds holding LCM

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Windsor Capital Management sold out of Advent/Claymore Enhanced Gth & F (LCM) in Q4 2015, closing a stake of 300 shares — an estimated $2K sold.

Windsor Capital Management first reported a position in LCM in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 37 funds tracked by Wall St. Rank hold LCM as of Q4 2015.

  • Windsor Capital Management reported no remaining Advent/Claymore Enhanced Gth & F position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 300 Advent/Claymore Enhanced Gth & F shares in Q4 2015, an estimated $2K.
  • Windsor Capital Management first reported a position in Advent/Claymore Enhanced Gth & F in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Advent/Claymore Enhanced Gth & F position peaked at $2K in Q3 2015.
  • 37 funds tracked by Wall St. Rank held Advent/Claymore Enhanced Gth & F as of Q4 2015.

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