Freedom Investment Management’s Piper Sandler PIPR Stock Holding History

Freedom Investment Management’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-24,824	Closed	-$300K	–	1039
2016 Q3	$300K	Buy	24,824 +868	+4%	+$9.45K	0.02%	640
2016 Q2	$226K	Buy	23,956 +2,288	+11%	+$24.3K	0.02%	710
2016 Q1	$268K	Sell	21,668 -8,652	-29%	-$87.6K	0.02%	598
2015 Q4	$306K	Sell	30,320 -429,904	-93%	-$4.12M	0.02%	550
2015 Q3	$2.05M	Buy	460,224 +430,672	+1,457%	+$4.42M	0.21%	58
2015 Q2	$322K	Buy	29,552 +5,144	+21%	+$64.2K	0.03%	466
2015 Q1	$320K	Buy	24,408 +72	+0.3%	+$978	0.04%	455
2014 Q4	$353K	Sell	24,336 -1,708	-7%	-$23.4K	0.05%	365
2014 Q3	$340K	Buy	26,044 +20	+0.1%	+$267	0.06%	309
2014 Q2	$337K	Buy	+26,024	New	+$293K	0.06%	308

Other funds holding PIPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Freedom Investment Management's PIPR Position: Q4 2016 in Review

Freedom Investment Management sold out of Piper Sandler (PIPR) in Q4 2016, closing a stake of 24,824 shares — an estimated $300K sold.

Freedom Investment Management first reported a position in PIPR in Q2 2014 and held it in 10 quarters. The position peaked at $2.05M in Q3 2015. 208 funds tracked by Wall St. Rank hold PIPR as of Q4 2016.

Freedom Investment Management reported no remaining Piper Sandler position as of Q4 2016 after selling out during the quarter.
Freedom Investment Management sold 24,824 Piper Sandler shares in Q4 2016, an estimated $300K.
Freedom Investment Management first reported a position in Piper Sandler in Q2 2014 and held it in 10 quarters.
Freedom Investment Management's Piper Sandler position peaked at $2.05M in Q3 2015.
208 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2016.

Based on Freedom Investment Management's 13F filing for Q4 2016, filed 5 Jan 2017.