Albion Financial Group’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Albion Financial Group’s Portfolio FRE Stock Details FRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-47,000	Closed	-$90K	–	515
2020 Q3	$90K	Hold	47,000	–	–	0.01%	225
2020 Q2	$103K	Hold	47,000	–	–	0.01%	212
2020 Q1	$66K	Hold	47,000	–	–	0.01%	196
2019 Q4	$141K	Hold	47,000	–	–	0.02%	203
2019 Q3	$169K	Buy	+47,000	New	+$169K	0.02%	194

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CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return

Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return