WEATHERSTONE CAPITAL Overview

Weatherstone Capital Management is an investment advisor that manages 788.3 MM dollars in regulatory AUM and has 12 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/10 to 09/30/16. The fund's latest filing disclosed 122MM in positions, representing 15% of the manager's regulatory AUM.

WEATHERSTONE CAPITAL StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WEATHERSTONE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNK 16.63% ETF 0.81% -0.32% 0 3%
VOO 14.02% ETF 4.69% -0.01% 0 2%
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FEATURED IN
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WEATHERSTONE CAPITAL Founders and Key Employees

Name Title In Position Since
Michael G. Ball President July-2001
Ann T. Zemann Chief Compliance Officer February-2010

WEATHERSTONE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

WEATHERSTONE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ................................................................................ 5

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WEATHERSTONE CAPITAL Portfolio Concentration

WEATHERSTONE CAPITAL Location

11152 HURON STREET
SUITE 105
NORTHGLENN, Colorado
UNITED STATES, 80234

WEATHERSTONE CAPITAL Contact Information

Phone Number: 303-452-4374
Fax Number: 303-452-4377
Website:

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