AA
FRE

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 – 666
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
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $638M AUM 27.29% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return