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Windsor Capital Management’s York Water YORW Stock Holding History

Windsor Capital Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-643
Closed -$13K – 442
2015
Q3 		$13K Buy
+643
New +$13.7K 0.01% 307
2014
Q1 		– Sell
-614
Closed -$13K – 309
2013
Q4 		$13K Buy
614
+4
+0.7% +$83 0.01% 307
2013
Q3 		$12K Buy
610
+4
+0.7% +$82 0.01% 327
2013
Q2 		$12K Buy
+606
New +$11.4K 0.01% 317

Other funds holding YORW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Windsor Capital Management sold out of York Water (YORW) in Q4 2015, closing a stake of 643 shares — an estimated $13K sold.

Windsor Capital Management first reported a position in YORW in Q2 2013 and held it in 4 quarters. The position peaked at $13K in Q3 2015. 79 funds tracked by Wall St. Rank hold YORW as of Q4 2015.

  • Windsor Capital Management reported no remaining York Water position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 643 York Water shares in Q4 2015, an estimated $13K.
  • Windsor Capital Management first reported a position in York Water in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's York Water position peaked at $13K in Q3 2015.
  • 79 funds tracked by Wall St. Rank held York Water as of Q4 2015.

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