WCM
PCM

Windsor Capital Management’s PCM Fund PCM Stock Holding History

Windsor Capital Management’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,300
Closed -$12K – 334
2015
Q3 		$12K Buy
+1,300
New +$12.6K 0.01% 316
2014
Q1 		– Sell
-1,000
Closed -$12K – 235
2013
Q4 		$12K Hold
1,000
– – 0.01% 314
2013
Q3 		$11K Hold
1,000
– – 0.01% 334
2013
Q2 		$12K Buy
+1,000
New +$12.8K 0.01% 316

Other funds holding PCM

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Windsor Capital Management sold out of PCM Fund (PCM) in Q4 2015, closing a stake of 1,300 shares — an estimated $12K sold.

Windsor Capital Management first reported a position in PCM in Q2 2013 and held it in 4 quarters. The position peaked at $12K in Q3 2015. 23 funds tracked by Wall St. Rank hold PCM as of Q4 2015.

  • Windsor Capital Management reported no remaining PCM Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 1,300 PCM Fund shares in Q4 2015, an estimated $12K.
  • Windsor Capital Management first reported a position in PCM Fund in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's PCM Fund position peaked at $12K in Q3 2015.
  • 23 funds tracked by Wall St. Rank held PCM Fund as of Q4 2015.

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