FIM
IDHB

Freedom Investment Management’s POWERSHARES S&P INTL DEVELOPED HIGH BETA IDHB Stock Holding History

Freedom Investment Management’s Portfolio IDHB Stock Details IDHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-106,860
Closed -$3.1M – 769
2015
Q2 		$3.1M Buy
106,860
+39,340
+58% +$1.22M 0.32% 41
2015
Q1 		$1.96M Buy
+67,520
New +$1.89M 0.22% 67
2014
Q2 		– Sell
-33,525
Closed -$1.03M – 541
2014
Q1 		$1.03M Buy
33,525
+1,281
+4% +$37.8K 0.22% 70
2013
Q4 		$959K Buy
32,244
+17,005
+112% +$488K 0.24% 68
2013
Q3 		$420K Buy
+15,239
New +$404K 0.12% 145

Other funds holding IDHB

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedom Investment Management's IDHB Position: Q3 2015 in Review

Freedom Investment Management sold out of POWERSHARES S&P INTL DEVELOPED HIGH BETA (IDHB) in Q3 2015, closing a stake of 106,860 shares — an estimated $3.1M sold.

Freedom Investment Management first reported a position in IDHB in Q3 2013 and held it in 5 quarters. The position peaked at $3.1M in Q2 2015. 6 funds tracked by Wall St. Rank hold IDHB as of Q3 2015.

  • Freedom Investment Management reported no remaining POWERSHARES S&P INTL DEVELOPED HIGH BETA position as of Q3 2015 after selling out during the quarter.
  • Freedom Investment Management sold 106,860 POWERSHARES S&P INTL DEVELOPED HIGH BETA shares in Q3 2015, an estimated $3.1M.
  • Freedom Investment Management first reported a position in POWERSHARES S&P INTL DEVELOPED HIGH BETA in Q3 2013 and held it in 5 quarters.
  • Freedom Investment Management's POWERSHARES S&P INTL DEVELOPED HIGH BETA position peaked at $3.1M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P INTL DEVELOPED HIGH BETA as of Q3 2015.

Based on Freedom Investment Management's 13F filing for Q3 2015, filed 13 Oct 2015.