WCM
SAAS

Windsor Capital Management’s inContact, Inc. SAAS Stock Holding History

Windsor Capital Management’s Portfolio SAAS Stock Details SAAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-220
Closed -$2K – 351
2013
Q4 		$2K Hold
220
– – ﹤0.01% 387
2013
Q3 		$2K Buy
+220
New +$1.88K ﹤0.01% 398

Other funds holding SAAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Windsor Capital Management's SAAS Position: Q1 2014 in Review

Windsor Capital Management sold out of inContact, Inc. (SAAS) in Q1 2014, closing a stake of 220 shares — an estimated $2K sold.

Windsor Capital Management first reported a position in SAAS in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 98 funds tracked by Wall St. Rank hold SAAS as of Q1 2014.

  • Windsor Capital Management reported no remaining inContact, Inc. position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 220 inContact, Inc. shares in Q1 2014, an estimated $2K.
  • Windsor Capital Management first reported a position in inContact, Inc. in Q3 2013 and held it in 2 quarters.
  • Windsor Capital Management's inContact, Inc. position peaked at $2K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held inContact, Inc. as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.