FIM
MITSY

Freedom Investment Management’s MITSUI & CO LTD ADR (US) MITSY Stock Holding History

Freedom Investment Management’s Portfolio MITSY Stock Details MITSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,177
Closed -$408K – 1221
2018
Q1 		$408K Buy
1,177
+13
+1% +$4.51K 0.02% 734
2017
Q4 		$380K Buy
+1,164
New +$380K 0.02% 767

Other funds holding MITSY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Freedom Investment Management's MITSY Position: Q2 2018 in Review

Freedom Investment Management sold out of MITSUI & CO LTD ADR (US) (MITSY) in Q2 2018, closing a stake of 1,177 shares — an estimated $408K sold.

Freedom Investment Management first reported a position in MITSY in Q4 2017 and held it in 2 quarters. The position peaked at $408K in Q1 2018. 10 funds tracked by Wall St. Rank hold MITSY as of Q2 2018.

  • Freedom Investment Management reported no remaining MITSUI & CO LTD ADR (US) position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 1,177 MITSUI & CO LTD ADR (US) shares in Q2 2018, an estimated $408K.
  • Freedom Investment Management first reported a position in MITSUI & CO LTD ADR (US) in Q4 2017 and held it in 2 quarters.
  • Freedom Investment Management's MITSUI & CO LTD ADR (US) position peaked at $408K in Q1 2018.
  • 10 funds tracked by Wall St. Rank held MITSUI & CO LTD ADR (US) as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.