13F Filings History of Windsor Financial Group, LLC

Latest 13F report
Q2 2017 - 03 Aug 2017
Value $
$214,150,000
Signature - Title
Mary Daugherty - Office Manager
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by Windsor Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Windsor Financial Group, LLC reported 79 stock holdings with total value $214,150,000 as of Q2 2017. Top holdings included BRKB, VCSH, MKL, AAPL, and CMCSA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2017 79 $214,150,000 +$5,576,945 -$10,826,722 -$5,249,777 BRKB, VCSH, MKL, AAPL, CMCSA 13F-HR 03 Aug 2017, 15:06
Q1 2017 79 $218,095,000 +$11,111,669 -$8,598,790 +$2,512,879 BRKB, VCSH, MKL, AAPL, CMCSA 13F-HR 08 May 2017, 17:38
Q4 2016 75 $211,467,000 +$17,151,046 -$18,097,923 -$946,877 BRKB, VCSH, MKL, AAPL, CMCSA 13F-HR 30 Jan 2017, 18:02
Q3 2016 75 $212,807,000 +$11,917,875 -$19,451,843 -$7,533,968 BRKB, VCSH, AAPL, WTW, CMCSA 13F-HR 24 Oct 2016, 14:48
Q2 2016 73 $219,219,000 +$5,689,697 -$11,031,700 -$5,342,003 VCSH, BRKB, XOM, CMCSA, MKL 13F-HR 14 Jul 2016, 14:42
Q1 2016 74 $218,699,000 +$24,667,394 -$18,288,151 +$6,379,243 BRKB, MKL, VCSH, XOM, CMCSA 13F-HR 20 Apr 2016, 11:25
Q4 2015 76 $205,541,000 $0 $0 $0 BRKB, MKL, MSFT, XOM, GOOG New Holdings 09 Feb 2016, 14:38
Q4 2015 76 $205,541,000 +$17,804,924 -$26,836,747 -$9,031,823 BRKB, MKL, MSFT, XOM, GOOG 13F-HR 25 Jan 2016, 18:00
Q3 2015 77 $207,844,000 +$12,016,098 -$22,251,895 -$10,235,797 BRKB, MKL, MSFT, VEU, AAPL 13F-HR 19 Oct 2015, 11:39
Q2 2015 82 $232,056,000 +$53,632,144 -$40,552,946 +$13,079,198 BRKB, MKL, VEU, QCOM, AAPL 13F-HR 13 Aug 2015, 10:13
Q1 2015 83 $222,934,000 +$24,745,116 -$12,828,806 +$11,916,310 BRKB, MKL, TEVA, NSRGY, AAPL 13F-HR 08 Apr 2015, 09:02
Q4 2014 79 $210,246,000 +$3,668,426 -$9,901,842 -$6,233,416 BRKB, TEVA, MKL, LMT, MSFT 13F-HR 07 Jan 2015, 14:27
Q3 2014 77 $208,561,000 +$11,978,244 -$6,321,669 +$5,656,575 BRKB, LMT, TEVA, MSFT, L 13F-HR 06 Oct 2014, 10:08
Q2 2014 75 $204,696,000 +$13,063,078 -$8,284,191 +$4,778,887 BRKB, L, TEVA, EIX, MKL 13F-HR 08 Jul 2014, 15:00
Q1 2014 73 $197,361,000 +$22,073,127 -$11,100,547 +$10,972,580 BRKB, TEVA, L, QCOM, EIX 13F-HR 24 Apr 2014, 12:37
Q4 2013 73 $180,503,000 $0 $0 $0 TWC, BRKB, QCOM, LMT, MSFT 13F-HR 29 Jan 2014, 11:23