BCM
USFR

Brookstone Capital Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Brookstone Capital Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,188
Closed -$356K – 419
2020
Q1 		$356K Buy
+14,188
New +$356K 0.02% 248

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MFG
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UBS Group
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Royal Bank of Canada
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Wells Fargo
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CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
W
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Brookstone Capital Management's USFR Position: Q2 2020 in Review

Brookstone Capital Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2020, closing a stake of 14,188 shares — an estimated $356K sold.

Brookstone Capital Management first reported a position in USFR in Q1 2020 and held it in 1 quarter. The position peaked at $356K in Q1 2020. 141 funds tracked by Wall St. Rank hold USFR as of Q2 2020.

  • Brookstone Capital Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2020 after selling out during the quarter.
  • Brookstone Capital Management sold 14,188 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2020, an estimated $356K.
  • Brookstone Capital Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2020 and held it in 1 quarter.
  • Brookstone Capital Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $356K in Q1 2020.
  • 141 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2020.

Based on Brookstone Capital Management's 13F filing for Q2 2020, filed 21 Jul 2020.