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Windsor Financial Group’s Advance Auto Parts AAP Stock Holding History

Windsor Financial Group’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-35,867
Closed -$5.32M – 80
2017
Q1 		$5.32M Sell
35,867
-375
-1% -$60.3K 2.44% 14
2016
Q4 		$6.13M Sell
36,242
-545
-1% -$85.7K 2.9% 7
2016
Q3 		$5.49M Buy
36,787
+7,245
+25% +$1.16M 2.57% 13
2016
Q2 		$4.78M Buy
29,542
+245
+0.8% +$37.8K 2.18% 19
2016
Q1 		$4.7M Buy
+29,297
New +$4.41M 2.15% 18

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Windsor Financial Group's AAP Position: Q2 2017 in Review

Windsor Financial Group sold out of Advance Auto Parts (AAP) in Q2 2017, closing a stake of 35,867 shares — an estimated $5.32M sold.

Windsor Financial Group first reported a position in AAP in Q1 2016 and held it in 5 quarters. The position peaked at $6.13M in Q4 2016. 442 funds tracked by Wall St. Rank hold AAP as of Q2 2017.

  • Windsor Financial Group reported no remaining Advance Auto Parts position as of Q2 2017 after selling out during the quarter.
  • Windsor Financial Group sold 35,867 Advance Auto Parts shares in Q2 2017, an estimated $5.32M.
  • Windsor Financial Group first reported a position in Advance Auto Parts in Q1 2016 and held it in 5 quarters.
  • Windsor Financial Group's Advance Auto Parts position peaked at $6.13M in Q4 2016.
  • 442 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.