AI
FRE

ArchPoint Investors’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

ArchPoint Investors’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
Q1 		– Sell
-24,400
Closed -$91K – 150
2016
Q4 		$91K Hold
24,400
– – 0.05% 83
2016
Q3 		$38K Hold
24,400
– – 0.02% 88
2016
Q2 		$45K Hold
24,400
– – 0.03% 106
2016
Q1 		$33K Hold
24,400
– – 0.02% 107
2015
Q4 		$40K Hold
24,400
– – 0.03% 103
2015
Q3 		$54K Hold
24,400
– – 0.04% 122
2015
Q2 		$54K Hold
24,400
– – 0.03% 134
2015
Q1 		$56K Hold
24,400
– – 0.04% 133
2014
Q4 		$50K Buy
+24,400
New +$50K 0.04% 121

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
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 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