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 09/30/18. The fund's latest filing disclosed 130MM in positions, representing 17% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 09/30/18. The fund's latest filing disclosed 130MM in positions, representing 17% of the manager's regulatory AUM.
WEATHERSTONE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
WEATHERSTONE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 18.14% | ETF | -9.35% | -0.01% | 0 | 4% | ||
| IVV | 8.1% | ETF | -9.37% | -0% | 0 | 10% | ||
|
Unlock Positions and Returns Details |
||||||||
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
Item 9 ...
Unlock Full Investment Process Description
Item 9 ...
Unlock Full Investment Process Description
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here