FIM
RATE

Freedom Investment Management’s Bankrate Inc RATE Stock Holding History

Freedom Investment Management’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16,693
Closed -$215K – 1183
2017
Q2 		$215K Sell
16,693
-2,080
-11% -$22.3K 0.01% 957
2017
Q1 		$181K Buy
+18,773
New +$203K 0.01% 984

Other funds holding RATE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Freedom Investment Management's RATE Position: Q3 2017 in Review

Freedom Investment Management sold out of Bankrate Inc (RATE) in Q3 2017, closing a stake of 16,693 shares — an estimated $215K sold.

Freedom Investment Management first reported a position in RATE in Q1 2017 and held it in 2 quarters. The position peaked at $215K in Q2 2017. 117 funds tracked by Wall St. Rank hold RATE as of Q3 2017.

  • Freedom Investment Management reported no remaining Bankrate Inc position as of Q3 2017 after selling out during the quarter.
  • Freedom Investment Management sold 16,693 Bankrate Inc shares in Q3 2017, an estimated $215K.
  • Freedom Investment Management first reported a position in Bankrate Inc in Q1 2017 and held it in 2 quarters.
  • Freedom Investment Management's Bankrate Inc position peaked at $215K in Q2 2017.
  • 117 funds tracked by Wall St. Rank held Bankrate Inc as of Q3 2017.

Based on Freedom Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.