BCM
TUZ

Brookstone Capital Management’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Brookstone Capital Management’s Portfolio TUZ Stock Details TUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-83
Closed -$4K – 992
2015
Q3 		$4K Buy
+83
New +$4.23K ﹤0.01% 1555

Other funds holding TUZ

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Brookstone Capital Management sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2015, closing a stake of 83 shares — an estimated $4K sold.

Brookstone Capital Management first reported a position in TUZ in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 32 funds tracked by Wall St. Rank hold TUZ as of Q4 2015.

  • Brookstone Capital Management reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 83 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2015, an estimated $4K.
  • Brookstone Capital Management first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q3 2015 and held it in 1 quarter.
  • Brookstone Capital Management's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $4K in Q3 2015.
  • 32 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2015.

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