Advertisement
Screener

Windsor Capital Management, LLC Historic Quarter Change: USA SPAC Units, Sold Out

Windsor Capital Management, LLC historic quarter change: USA SPAC Units, Sold out

In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Windsor Capital Management, LLC opened 28 positions, added to 5, reduced 1 and sold out of 40.

  • Q4 2015: Stock ENERGY TRANSFER PARTNERS LP; Country of operation —; Class UNIT LTD PARTN; Shares before 4,610.
  • Q4 2015: Stock MARKWEST ENERGY PARTNERS L P; Country of operation —; Class UNIT LTD PARTN; Shares before 1,300.
  • Q4 2015: Stock ONEOK PARTNERS LP; Country of operation —; Class UNIT LTD PARTN; Shares before 1,450.
  • Q4 2015: Stock NUSTAR ENERGY LP UNIT COM; Country of operation United States; Class UNIT COM; Shares before 857.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1543100), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-08); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-01); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-15); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-09); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-08); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-17); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-30); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2015ENERGY TRANSFER PARTNERS LP
CUSIP 29273R109
UNIT LTD PARTN4,6100-4,610$189,000$0-$189,0002016-02-01
Q4 2015MARKWEST ENERGY PARTNERS L P
CUSIP 570759100
UNIT LTD PARTN1,3000-1,300$55,000$0-$55,0002016-02-01
Q4 2015ONEOK PARTNERS LP
CUSIP 68268N103
UNIT LTD PARTN1,4500-1,450$42,000$0-$42,0002016-02-01
Q4 2015NUSTAR ENERGY LP UNIT COM
CUSIP 67058H102
United StatesUNIT COM8570-857$38,000$0-$38,0002016-02-01
Q4 2015STONEMOR PARTNERS L P COM UNITS
CUSIP 86183Q100
COM UNITS1,2000-1,200$32,000$0-$32,0002016-02-01
Q4 2015NUSTAR GP HOLDINGS LLC UNIT RESTG LLC
CUSIP 67059L102
UNIT RESTG LLC1,0000-1,000$26,000$0-$26,0002016-02-01
Q4 2015BUCKEYE PARTNERS L P UNIT LTD PARTN
CUSIP 118230101
UNIT LTD PARTN3200-320$18,000$0-$18,0002016-02-01
Q4 2015WILLIAMS PARTNERS L P COM UNIT LTD PARTNERSHIP INT
CUSIP 96949L105
COM UNIT LTD PAR5440-544$17,000$0-$17,0002016-02-01
Q4 2015KKR & CO L P DEL COM UNITS
CUSIP 48248M102
COM UNITS9000-900$15,000$0-$15,0002016-02-01
Q4 2015TARGA RESOURCES PARTNERS LP
CUSIP 87611X105
COM UNIT4360-436$12,000$0-$12,0002016-02-01
Q4 2015AMERIGAS PARTNERS L P UNIT L P INT
CUSIP 030975106
UNIT L P INT3000-300$12,000$0-$12,0002016-02-01
Q4 2015VANGUARD NAT RES LLC COM UNIT
CUSIP 92205F106
COM UNIT1,5000-1,500$11,000$0-$11,0002016-02-01
Q4 2015CEDAR FAIR L P DEP UNIT
CUSIP 150185106
United StatesDEPOSITRY UNIT2000-200$10,000$0-$10,0002016-02-01
Q4 2015TEEKAY LNG PARTNERS L P UNIT LTD PARTNERSHIP INT
CUSIP Y8564M105
PRTNRSP UNITS3810-381$9,000$0-$9,0002016-02-01
Q4 2015LINN ENERGY LLC
CUSIP 536020100
UNIT LTD LIAB3,1080-3,108$8,000$0-$8,0002016-02-01
Q4 2015NATURAL RESOURCE PARTNERS L P COM UNIT L P
CUSIP 63900P103
COM UNIT L P2,9080-2,908$7,000$0-$7,0002016-02-01
Q4 2015TERRA NITROGEN CO L P COM UNIT
CUSIP 881005201
COM UNIT500-50$5,000$0-$5,0002016-02-01
Q4 2015NISKA GAS STORAGE PARTNERS LLC UNIT LTD LIABILITY CO INTS
CUSIP 654678101
UNIT LTD LIABI1,7750-1,775$5,000$0-$5,0002016-02-01
Q4 2015CRESTWOOD MIDSTREAM PARTNERS L UNIT LTD PARTNER
CUSIP 226378107
UNIT LTD PARTNER6040-604$3,000$0-$3,0002016-02-01
Q4 2015CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER
CUSIP 226344109
UNIT LTD PARTNER1,0000-1,000$2,000$0-$2,0002016-02-01
Q4 2015EV ENERGY PARTNERS LP COM UNITS
CUSIP 26926V107
COM UNITS4000-400$2,000$0-$2,0002016-02-01
Q4 2015RENTECH NITROGEN PARTNERS L P COM UNIT
CUSIP 760113100
COM UNIT2000-200$2,000$0-$2,0002016-02-01
Q4 2015MID CON ENERGY PARTNERS LP COM UNIT REPST
CUSIP 59560V109
COM UNIT REPST3000-300$0$0$02016-02-01
Q1 2014LINN ENERGY LLC
CUSIP 536020100
UNIT LTD LIAB4,9950-4,995$154,000$0-$154,0002014-04-30
Q1 2014ENERGY TRANSFER PARTNERS LP
CUSIP 29273R109
UNIT LTD PARTN2,5000-2,500$143,000$0-$143,0002014-04-30
Q1 2014AMERIGAS PARTNERS LP UNITS LTD PARTNERSHIP INT
CUSIP 030975106
UNIT L P INT1,9550-1,955$87,000$0-$87,0002014-04-30
Q1 2014BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT
CUSIP 118230101
UNIT LTD PARTN1,0320-1,032$73,000$0-$73,0002014-04-30
Q1 2014PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
CUSIP 693665101
COM UNIT REPTG L1,7650-1,765$47,000$0-$47,0002014-04-30
Q1 2014NATURAL RESOURCE PARTNERS LP
CUSIP 63900P103
COM UNIT L P1,7140-1,714$34,000$0-$34,0002014-04-30
Q1 2014NUSTAR GP HOLDINGS LLC UNITS RPSTG LTD LBLTY COINT
CUSIP 67059L102
UNIT RESTG LLC1,0000-1,000$28,000$0-$28,0002014-04-30
Q1 2014WILLIAMS PARTNERS L P COM UNIT LTD PARTNERSHIP INT
CUSIP 96950F104
COM UNIT L P5000-500$25,000$0-$25,0002014-04-30
Q1 2014VANGUARD NATURAL RES
CUSIP 92205F106
COM UNIT6860-686$20,000$0-$20,0002014-04-30
Q1 2014NISKA GAS STORAGE PARTNERS LLC UNIT LTD LIABILITY CO INTS
CUSIP 654678101
UNIT LTD LIABI1,1750-1,175$17,000$0-$17,0002014-04-30
Q1 2014CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER
CUSIP 226344109
UNIT LTD PARTNER1,0000-1,000$14,000$0-$14,0002014-04-30
Q1 2014TEEKAY LNG PARTNERS L P UNIT LTD PARTNERSHIP INT
CUSIP Y8564M105
PRTNRSP UNITS3360-336$14,000$0-$14,0002014-04-30
Q1 2014CRESTWOOD MIDSTREAM PARTNERS LP NEW UNITLTD PARTNERSHIP INT
CUSIP 226378107
UNIT LTD PARTNER4320-432$11,000$0-$11,0002014-04-30
Q1 2014NUSTAR ENERGY LP UNIT
CUSIP 67058H102
United StatesUNIT COM1570-157$8,000$0-$8,0002014-04-30
Q4 2013AMERIGAS PARTNERS-LP COM
CUSIP 30975106
UNIT L P INT1,5000-1,500$65,000$0-$65,0002014-01-10
Q4 2013INERGY LP N/C 10/08/2013 226344109
CUSIP 456615103
UNIT LTD PTNR1,0000-1,000$14,000$0-$14,0002014-01-10
Q3 2013AMERIGAS PARTNERS-LP COM
CUSIP 030975106
UNIT L P INT1,5000-1,500$74,000$0-$74,0002013-10-16

Similar Firms

Firm NameCountry13F ValueHoldings
ShankerValleau Wealth Advisors, Inc.United States$0.355B39
LIBRA WEALTH LLCUnited States$0.355B66
Supplemental Annuity Collective Trust of NJUnited States$0.355B297
Headland Capital, LLCUnited States$0.355B61
EQ LLCUnited States$0.355B74
Tactive Advisors, LLCUnited States$0.355B268
Clean Yield GroupUnited States$0.355B386
WHITE PINE CAPITAL LLCUnited States$0.355B228
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVUnited States$0.355B156
OAK FAMILY ADVISORS, LLCUnited States$0.355B123