BCM
AFC

Brookstone Capital Management’s Allied Capital Corporation AFC Stock Holding History

Brookstone Capital Management’s Portfolio AFC Stock Details AFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-400
Closed -$10K – 1196
2015
Q3 		$10K Hold
400
– – ﹤0.01% 1136
2015
Q2 		$10K Buy
+400
New +$10.2K ﹤0.01% 1217

Other funds holding AFC

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Brookstone Capital Management's AFC Position: Q4 2015 in Review

Brookstone Capital Management sold out of Allied Capital Corporation (AFC) in Q4 2015, closing a stake of 400 shares — an estimated $10K sold.

Brookstone Capital Management first reported a position in AFC in Q2 2015 and held it in 2 quarters. The position peaked at $10K in Q3 2015. 4 funds tracked by Wall St. Rank hold AFC as of Q4 2015.

  • Brookstone Capital Management reported no remaining Allied Capital Corporation position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 400 Allied Capital Corporation shares in Q4 2015, an estimated $10K.
  • Brookstone Capital Management first reported a position in Allied Capital Corporation in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's Allied Capital Corporation position peaked at $10K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held Allied Capital Corporation as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.