BCM
WFC.PRJ.CL

Brookstone Capital Management’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Brookstone Capital Management’s Portfolio WFC.PRJ.CL Stock Details WFC.PRJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-566
Closed -$16K – 1029
2015
Q3 		$16K Hold
566
– – ﹤0.01% 889
2015
Q2 		$16K Buy
+566
New +$16.3K ﹤0.01% 974

Other funds holding WFC.PRJ.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Brookstone Capital Management's WFC.PRJ.CL Position: Q4 2015 in Review

Brookstone Capital Management sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q4 2015, closing a stake of 566 shares — an estimated $16K sold.

Brookstone Capital Management first reported a position in WFC.PRJ.CL in Q2 2015 and held it in 2 quarters. The position peaked at $16K in Q3 2015. 23 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q4 2015.

  • Brookstone Capital Management reported no remaining Wells Fargo & Company position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 566 Wells Fargo & Company shares in Q4 2015, an estimated $16K.
  • Brookstone Capital Management first reported a position in Wells Fargo & Company in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's Wells Fargo & Company position peaked at $16K in Q3 2015.
  • 23 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q4 2015.

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