BCM
WFC.PRP

Brookstone Capital Management’s WELLS FARGO & COMPANY SER P WFC.PRP Stock Holding History

Brookstone Capital Management’s Portfolio WFC.PRP Stock Details WFC.PRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-500
Closed -$12K – 966
2015
Q3 		$12K Hold
500
– – ﹤0.01% 1036
2015
Q2 		$12K Buy
+500
New +$12.2K ﹤0.01% 1115

Other funds holding WFC.PRP

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Brookstone Capital Management sold out of WELLS FARGO & COMPANY SER P (WFC.PRP) in Q4 2015, closing a stake of 500 shares — an estimated $12K sold.

Brookstone Capital Management first reported a position in WFC.PRP in Q2 2015 and held it in 2 quarters. The position peaked at $12K in Q3 2015. 4 funds tracked by Wall St. Rank hold WFC.PRP as of Q4 2015.

  • Brookstone Capital Management reported no remaining WELLS FARGO & COMPANY SER P position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 500 WELLS FARGO & COMPANY SER P shares in Q4 2015, an estimated $12K.
  • Brookstone Capital Management first reported a position in WELLS FARGO & COMPANY SER P in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's WELLS FARGO & COMPANY SER P position peaked at $12K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY SER P as of Q4 2015.

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