FIM
LRFC

Freedom Investment Management’s Logan Ridge Finance Corp LRFC Stock Holding History

Freedom Investment Management’s Portfolio LRFC Stock Details LRFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,257
Closed -$172K – 845
2018
Q3 		$172K Sell
3,257
-405
-11% -$21.1K 0.01% 862
2018
Q2 		$182K Buy
+3,662
New +$179K 0.01% 912

Other funds holding LRFC

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RIM
Regent Investment Management Louisville, Kentucky $373M AUM 10.22% 1-Year Est. Return

Freedom Investment Management's LRFC Position: Q4 2018 in Review

Freedom Investment Management sold out of Logan Ridge Finance Corp (LRFC) in Q4 2018, closing a stake of 3,257 shares — an estimated $172K sold.

Freedom Investment Management first reported a position in LRFC in Q2 2018 and held it in 2 quarters. The position peaked at $182K in Q2 2018. 35 funds tracked by Wall St. Rank hold LRFC as of Q4 2018.

  • Freedom Investment Management reported no remaining Logan Ridge Finance Corp position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 3,257 Logan Ridge Finance Corp shares in Q4 2018, an estimated $172K.
  • Freedom Investment Management first reported a position in Logan Ridge Finance Corp in Q2 2018 and held it in 2 quarters.
  • Freedom Investment Management's Logan Ridge Finance Corp position peaked at $182K in Q2 2018.
  • 35 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.