Windsor Capital Management’s DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF TDH Stock Holding History

Windsor Capital Management’s Portfolio TDH Stock Details TDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-625	Closed	-$17K	–	377
2013 Q4	$17K	Hold	625	–	–	0.01%	284
2013 Q3	$15K	Hold	625	–	–	0.01%	310
2013 Q2	$16K	Buy	+625	New	+$15.4K	0.01%	288

Other funds holding TDH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FMA

FNY Managed Accounts New York $83.4M AUM 11.55% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

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

Windsor Capital Management sold out of DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF (TDH) in Q1 2014, closing a stake of 625 shares — an estimated $17K sold.

Windsor Capital Management first reported a position in TDH in Q2 2013 and held it in 3 quarters. The position peaked at $17K in Q4 2013. 6 funds tracked by Wall St. Rank hold TDH as of Q1 2014.

Windsor Capital Management reported no remaining DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF position as of Q1 2014 after selling out during the quarter.
Windsor Capital Management sold 625 DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF shares in Q1 2014, an estimated $17K.
Windsor Capital Management first reported a position in DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF in Q2 2013 and held it in 3 quarters.
Windsor Capital Management's DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF position peaked at $17K in Q4 2013.
6 funds tracked by Wall St. Rank held DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF as of Q1 2014.

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