Brookstone Capital Management
UHAL icon

Brookstone Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Brookstone Capital Management’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-690
Closed -$27K – 838
2015
Q3 		$27K Hold
690
– – ﹤0.01% 631
2015
Q2 		$23K Buy
+690
New +$22.5K ﹤0.01% 802

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Nicholas Company
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Columbia Wanger Asset Management
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
MP
Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return

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

Brookstone Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2015, closing a stake of 690 shares — an estimated $27K sold.

Brookstone Capital Management first reported a position in UHAL in Q2 2015 and held it in 2 quarters. The position peaked at $27K in Q3 2015. 238 funds tracked by Wall St. Rank hold UHAL as of Q4 2015.

  • Brookstone Capital Management reported no remaining U-Haul Holding Co position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 690 U-Haul Holding Co shares in Q4 2015, an estimated $27K.
  • Brookstone Capital Management first reported a position in U-Haul Holding Co in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's U-Haul Holding Co position peaked at $27K in Q3 2015.
  • 238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2015.

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