AFG
FRE

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

Other funds holding FRE

PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
CAM
Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

Albion Financial Group's FRE Position: Q4 2020 in Review

Albion Financial Group sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q4 2020, closing a stake of 47,000 shares — an estimated $90K sold.

Albion Financial Group first reported a position in FRE in Q3 2019 and held it in 5 quarters. The position peaked at $169K in Q3 2019. 14 funds tracked by Wall St. Rank hold FRE as of Q4 2020.

  • Albion Financial Group reported no remaining FREDDIE MAC D/B/A VOTING position as of Q4 2020 after selling out during the quarter.
  • Albion Financial Group sold 47,000 FREDDIE MAC D/B/A VOTING shares in Q4 2020, an estimated $90K.
  • Albion Financial Group first reported a position in FREDDIE MAC D/B/A VOTING in Q3 2019 and held it in 5 quarters.
  • Albion Financial Group's FREDDIE MAC D/B/A VOTING position peaked at $169K in Q3 2019.
  • 14 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q4 2020.

Based on Albion Financial Group's 13F filing for Q4 2020, filed 19 Feb 2021.