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Brookstone Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Brookstone Capital Management’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-162
Closed -$11K – 519
2015
Q3 		$11K Buy
162
+87
+116% +$6.63K ﹤0.01% 1061
2015
Q2 		$6K Buy
+75
New +$6.03K ﹤0.01% 1415

Other funds holding IWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

Brookstone Capital Management sold out of iShares Micro-Cap ETF (IWC) in Q4 2015, closing a stake of 162 shares — an estimated $11K sold.

Brookstone Capital Management first reported a position in IWC in Q2 2015 and held it in 2 quarters. The position peaked at $11K in Q3 2015. 134 funds tracked by Wall St. Rank hold IWC as of Q4 2015.

  • Brookstone Capital Management reported no remaining iShares Micro-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 162 iShares Micro-Cap ETF shares in Q4 2015, an estimated $11K.
  • Brookstone Capital Management first reported a position in iShares Micro-Cap ETF in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's iShares Micro-Cap ETF position peaked at $11K in Q3 2015.
  • 134 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2015.

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