FIM
NJ

Freedom Investment Management’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

Freedom Investment Management’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-67,981
Closed -$2.62M – 1211
2018
Q1 		$2.62M Buy
67,981
+4,914
+8% +$189K 0.13% 118
2017
Q4 		$2.22M Buy
63,067
+7,619
+14% +$268K 0.11% 144
2017
Q3 		$1.7M Buy
55,448
+8,000
+17% +$246K 0.09% 172
2017
Q2 		$1.21M Buy
47,448
+9,257
+24% +$237K 0.07% 244
2017
Q1 		$913K Buy
38,191
+14,187
+59% +$339K 0.05% 326
2016
Q4 		$514K Buy
24,004
+9,949
+71% +$213K 0.03% 474
2016
Q3 		$322K Buy
14,055
+1,071
+8% +$24.5K 0.02% 604
2016
Q2 		$244K Sell
12,984
-352
-3% -$6.07K 0.02% 676
2016
Q1 		$229K Sell
13,336
-5,712
-30% -$97.3K 0.02% 686
2015
Q4 		$347K Buy
19,048
+12,167
+177% +$228K 0.03% 510
2015
Q3 		$302K Sell
6,881
-7,859
-53% -$155K 0.03% 474
2015
Q2 		$275K Buy
+14,740
New +$269K 0.03% 522
2015
Q1 		– Sell
-11,797
Closed -$191K – 679
2014
Q4 		$191K Sell
11,797
-1,191
-9% -$19.4K 0.02% 548
2014
Q3 		$220K Buy
+12,988
New +$211K 0.04% 432

Other funds holding NJ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
PPCM
Pillar Pacific Capital Management Pacifica, California $1.29B AUM 80.18% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
AP
Advisor Partners Walnut Creek, California $1.42B AUM 3.97% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return

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

Freedom Investment Management sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q2 2018, closing a stake of 67,981 shares — an estimated $2.62M sold.

Freedom Investment Management first reported a position in NJ in Q3 2014 and held it in 14 quarters. The position peaked at $2.62M in Q1 2018. 16 funds tracked by Wall St. Rank hold NJ as of Q2 2018.

  • Freedom Investment Management reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 67,981 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q2 2018, an estimated $2.62M.
  • Freedom Investment Management first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q3 2014 and held it in 14 quarters.
  • Freedom Investment Management's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $2.62M in Q1 2018.
  • 16 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q2 2018.

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