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Windsor Capital Management’s PhenixFIN PFX Stock Holding History

Windsor Capital Management’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-20
Closed -$2K – 340
2015
Q3 		$2K Buy
+20
New +$3.41K ﹤0.01% 514

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MP
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Windsor Capital Management's PFX Position: Q4 2015 in Review

Windsor Capital Management sold out of PhenixFIN (PFX) in Q4 2015, closing a stake of 20 shares — an estimated $2K sold.

Windsor Capital Management first reported a position in PFX in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 98 funds tracked by Wall St. Rank hold PFX as of Q4 2015.

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

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