FIM
EOCC

Freedom Investment Management’s Enel Generacion Chile S.A. EOCC Stock Holding History

Freedom Investment Management’s Portfolio EOCC Stock Details EOCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-14,620
Closed -$331K – 1177
2017
Q2 		$331K Sell
14,620
-809
-5% -$18.8K 0.02% 744
2017
Q1 		$343K Buy
15,429
+943
+7% +$19.3K 0.02% 703
2016
Q4 		$282K Buy
+14,486
New +$287K 0.02% 720
2016
Q2 		– Sell
-9,004
Closed -$259K – 924
2016
Q1 		$259K Buy
+9,004
New +$243K 0.02% 617
2015
Q1 		– Sell
-6,903
Closed -$214K – 675
2014
Q4 		$214K Buy
+6,903
New +$214K 0.03% 533

Other funds holding EOCC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Freedom Investment Management's EOCC Position: Q3 2017 in Review

Freedom Investment Management sold out of Enel Generacion Chile S.A. (EOCC) in Q3 2017, closing a stake of 14,620 shares — an estimated $331K sold.

Freedom Investment Management first reported a position in EOCC in Q4 2014 and held it in 5 quarters. The position peaked at $343K in Q1 2017. 74 funds tracked by Wall St. Rank hold EOCC as of Q3 2017.

  • Freedom Investment Management reported no remaining Enel Generacion Chile S.A. position as of Q3 2017 after selling out during the quarter.
  • Freedom Investment Management sold 14,620 Enel Generacion Chile S.A. shares in Q3 2017, an estimated $331K.
  • Freedom Investment Management first reported a position in Enel Generacion Chile S.A. in Q4 2014 and held it in 5 quarters.
  • Freedom Investment Management's Enel Generacion Chile S.A. position peaked at $343K in Q1 2017.
  • 74 funds tracked by Wall St. Rank held Enel Generacion Chile S.A. as of Q3 2017.

Based on Freedom Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.