WCM
SCHW

Windsor Capital Management’s Charles Schwab SCHW Stock Holding History

Windsor Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-50
Closed -$1K – 408
2013
Q3 		$1K Hold
50
– – ﹤0.01% 403
2013
Q2 		$1K Buy
+50
New +$924 ﹤0.01% 376

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Windsor Capital Management's SCHW Position: Q4 2013 in Review

Windsor Capital Management sold out of Charles Schwab (SCHW) in Q4 2013, closing a stake of 50 shares — an estimated $1K sold.

Windsor Capital Management first reported a position in SCHW in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 608 funds tracked by Wall St. Rank hold SCHW as of Q4 2013.

  • Windsor Capital Management reported no remaining Charles Schwab position as of Q4 2013 after selling out during the quarter.
  • Windsor Capital Management sold 50 Charles Schwab shares in Q4 2013, an estimated $1K.
  • Windsor Capital Management first reported a position in Charles Schwab in Q2 2013 and held it in 2 quarters.
  • Windsor Capital Management's Charles Schwab position peaked at $1K in Q3 2013.
  • 608 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2013.

Based on Windsor Capital Management's 13F filing for Q4 2013, filed 10 Jan 2014.