WCM
MSP

Windsor Capital Management’s Madison Strategic Sector MSP Stock Holding History

Windsor Capital Management’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed -$2K – 508
2015
Q3 		$2K Buy
+200
New +$2.25K ﹤0.01% 527

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RCM
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RJA
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Royal Bank of Canada
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
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AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Windsor Capital Management sold out of Madison Strategic Sector (MSP) in Q4 2015, closing a stake of 200 shares — an estimated $2K sold.

Windsor Capital Management first reported a position in MSP in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 20 funds tracked by Wall St. Rank hold MSP as of Q4 2015.

  • Windsor Capital Management reported no remaining Madison Strategic Sector position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 200 Madison Strategic Sector shares in Q4 2015, an estimated $2K.
  • Windsor Capital Management first reported a position in Madison Strategic Sector in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Madison Strategic Sector position peaked at $2K in Q3 2015.
  • 20 funds tracked by Wall St. Rank held Madison Strategic Sector as of Q4 2015.

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