FIM
ESCR

Freedom Investment Management’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

Freedom Investment Management’s Portfolio ESCR Stock Details ESCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-57,063
Closed -$1.33M – 716
2019
Q3 		$1.33M Sell
57,063
-2,147
-4% -$50.1K 0.12% 171
2019
Q2 		$1.39M Sell
59,210
-18,817
-24% -$439K 0.12% 175
2019
Q1 		$1.81M Sell
78,027
-92,579
-54% -$2.13M 0.15% 153
2018
Q4 		$3.83M Buy
170,606
+13,102
+8% +$308K 0.3% 50
2018
Q3 		$3.74M Sell
157,504
-1,718
-1% -$40.9K 0.23% 64
2018
Q2 		$3.75M Buy
159,222
+12,639
+9% +$304K 0.23% 66
2018
Q1 		$3.54M Buy
146,583
+3,326
+2% +$81.1K 0.18% 84
2017
Q4 		$3.5M Sell
143,257
-2,732
-2% -$66.5K 0.18% 70
2017
Q3 		$3.56M Buy
145,989
+65,996
+83% +$1.59M 0.2% 58
2017
Q2 		$1.95M Buy
79,993
+5,004
+7% +$121K 0.11% 126
2017
Q1 		$1.81M Buy
74,989
+1,108
+1% +$26.7K 0.11% 137
2016
Q4 		$1.79M Buy
73,881
+461
+0.6% +$11.1K 0.11% 116
2016
Q3 		$1.74M Sell
73,420
-6,908
-9% -$164K 0.11% 122
2016
Q2 		$1.88M Buy
80,328
+21,908
+38% +$520K 0.13% 92
2016
Q1 		$1.4M Buy
58,420
+8,471
+17% +$197K 0.1% 142
2015
Q4 		$1.2M Sell
49,949
-55,462
-53% -$1.33M 0.09% 180
2015
Q3 		$705K Buy
+105,411
New +$2.53M 0.07% 235

Other funds holding ESCR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Freedom Investment Management's ESCR Position: Q4 2019 in Review

Freedom Investment Management sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q4 2019, closing a stake of 57,063 shares — an estimated $1.33M sold.

Freedom Investment Management first reported a position in ESCR in Q3 2015 and held it in 17 quarters. The position peaked at $3.83M in Q4 2018. 9 funds tracked by Wall St. Rank hold ESCR as of Q4 2019.

  • Freedom Investment Management reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q4 2019 after selling out during the quarter.
  • Freedom Investment Management sold 57,063 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q4 2019, an estimated $1.33M.
  • Freedom Investment Management first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q3 2015 and held it in 17 quarters.
  • Freedom Investment Management's Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $3.83M in Q4 2018.
  • 9 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q4 2019.

Based on Freedom Investment Management's 13F filing for Q4 2019, filed 24 Jan 2020.