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 03/31/17. The fund's latest filing disclosed 90MM in positions, representing 11% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 03/31/17. The fund's latest filing disclosed 90MM in positions, representing 11% of the manager's regulatory AUM.
WEATHERSTONE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEATHERSTONE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 26.76% | ETF | 3.83% | 0.01% | 0 | 5% | ||
| IVV | 10.9% | ETF | 3.77% | -0% | 0 | 9% | ||
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FEATURED IN
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
SUITE 105
NORTHGLENN, Colorado
UNITED STATES, 80234
WEATHERSTONE CAPITAL Contact Information
Phone Number: 303-452-4374
Fax Number: 303-452-4377
Website: http://www.weatherstonecm.com
Fax Number: 303-452-4377
Website: http://www.weatherstonecm.com
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