CFA
FRE.PRZ

Carroll Financial Associates’s FREDDIE MAC FIXED FLG RT NON CUM PERP PREF FRE.PRZ Stock Holding History

Carroll Financial Associates’s Portfolio FRE.PRZ Stock Details FRE.PRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-600
Closed -$5K – 998
2013
Q4 		$5K Hold
600
– – ﹤0.01% 621
2013
Q3 		$3K Hold
600
– – ﹤0.01% 676
2013
Q2 		$0 Buy
+600
New – ﹤0.01% 760

Other funds holding FRE.PRZ

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
EEG
E.E. Geduld $178M AUM 29.34% 1-Year Est. Return
JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carroll Financial Associates's FRE.PRZ Position: Q1 2014 in Review

Carroll Financial Associates sold out of FREDDIE MAC FIXED FLG RT NON CUM PERP PREF (FRE.PRZ) in Q1 2014, closing a stake of 600 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in FRE.PRZ in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q4 2013. 6 funds tracked by Wall St. Rank hold FRE.PRZ as of Q1 2014.

  • Carroll Financial Associates reported no remaining FREDDIE MAC FIXED FLG RT NON CUM PERP PREF position as of Q1 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 600 FREDDIE MAC FIXED FLG RT NON CUM PERP PREF shares in Q1 2014, an estimated $5K.
  • Carroll Financial Associates first reported a position in FREDDIE MAC FIXED FLG RT NON CUM PERP PREF in Q2 2013 and held it in 3 quarters.
  • Carroll Financial Associates's FREDDIE MAC FIXED FLG RT NON CUM PERP PREF position peaked at $5K in Q4 2013.
  • 6 funds tracked by Wall St. Rank held FREDDIE MAC FIXED FLG RT NON CUM PERP PREF as of Q1 2014.

Based on Carroll Financial Associates's 13F filing for Q1 2014, filed 2 May 2014.