Apriem Advisors’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Apriem Advisors’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
2017 Q2	–	Sell	-1,500	Closed	-$4K	–	664
2017 Q1	$4K	Hold	1,500	–	–	﹤0.01%	534
2016 Q4	$6K	Hold	1,500	–	–	﹤0.01%	486
2016 Q3	$2K	Hold	1,500	–	–	﹤0.01%	558
2016 Q2	$3K	Hold	1,500	–	–	﹤0.01%	529
2016 Q1	$2K	Hold	1,500	–	–	﹤0.01%	542
2015 Q4	$2K	Hold	1,500	–	–	﹤0.01%	509
2015 Q3	$3K	Hold	1,500	–	–	﹤0.01%	468
2015 Q2	$3K	Hold	1,500	–	–	﹤0.01%	570
2015 Q1	$3K	Hold	1,500	–	–	﹤0.01%	515
2014 Q4	$3K	Hold	1,500	–	–	﹤0.01%	479
2014 Q3	$4K	Hold	1,500	–	–	﹤0.01%	463
2014 Q2	$6K	Hold	1,500	–	–	﹤0.01%	385
2014 Q1	$6K	Hold	1,500	–	–	﹤0.01%	403
2013 Q4	$4K	Hold	1,500	–	–	﹤0.01%	440
2013 Q3	$2K	Hold	1,500	–	–	﹤0.01%	469
2013 Q2	$2K	Buy	+1,500	New	+$2K	﹤0.01%	444

Other funds holding FRE

SIG

Schaller Investment Group Winston Salem, North Carolina $95.7M AUM 14.66% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

MWM

Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

WAS

Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return

Apriem Advisors's FRE Position: Q2 2017 in Review

Apriem Advisors sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q2 2017, closing a stake of 1,500 shares — an estimated $4K sold.

Apriem Advisors first reported a position in FRE in Q2 2013 and held it in 16 quarters. The position peaked at $6K in Q4 2016. 8 funds tracked by Wall St. Rank hold FRE as of Q2 2017.

Apriem Advisors reported no remaining FREDDIE MAC D/B/A VOTING position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 1,500 FREDDIE MAC D/B/A VOTING shares in Q2 2017, an estimated $4K.
Apriem Advisors first reported a position in FREDDIE MAC D/B/A VOTING in Q2 2013 and held it in 16 quarters.
Apriem Advisors's FREDDIE MAC D/B/A VOTING position peaked at $6K in Q4 2016.
8 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.