WCM
PHF

Windsor Capital Management’s Pacholder High Yield PHF Stock Holding History

Windsor Capital Management’s Portfolio PHF Stock Details PHF 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 -$8K – 584
2015
Q3 		$8K Buy
+1,300
New +$8.64K ﹤0.01% 363
2014
Q1 		– Sell
-1,000
Closed -$8K – 388
2013
Q4 		$8K Hold
1,000
– – ﹤0.01% 355
2013
Q3 		$8K Hold
1,000
– – ﹤0.01% 364
2013
Q2 		$8K Buy
+1,000
New +$8.9K ﹤0.01% 342

Other funds holding PHF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

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

Windsor Capital Management sold out of Pacholder High Yield (PHF) in Q4 2015, closing a stake of 1,300 shares — an estimated $8K sold.

Windsor Capital Management first reported a position in PHF in Q2 2013 and held it in 4 quarters. The position peaked at $8K in Q3 2015. 32 funds tracked by Wall St. Rank hold PHF as of Q4 2015.

  • Windsor Capital Management reported no remaining Pacholder High Yield position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 1,300 Pacholder High Yield shares in Q4 2015, an estimated $8K.
  • Windsor Capital Management first reported a position in Pacholder High Yield in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Pacholder High Yield position peaked at $8K in Q3 2015.
  • 32 funds tracked by Wall St. Rank held Pacholder High Yield as of Q4 2015.

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