Freedom Investment Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,734	Closed	-$215K	–	880
2018 Q3	$215K	Sell	3,734 -156	-4%	-$8.84K	0.01%	821
2018 Q2	$212K	Sell	3,890 -218	-5%	-$11.7K	0.01%	871
2018 Q1	$218K	Buy	4,108 +234	+6%	+$12.6K	0.01%	1001
2017 Q4	$211K	Buy	+3,874	New	+$208K	0.01%	1028

Other funds holding REGL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

Freedom Investment Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2018, closing a stake of 3,734 shares — an estimated $215K sold.

Freedom Investment Management first reported a position in REGL in Q4 2017 and held it in 4 quarters. The position peaked at $218K in Q1 2018. 86 funds tracked by Wall St. Rank hold REGL as of Q4 2018.

Freedom Investment Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2018 after selling out during the quarter.
Freedom Investment Management sold 3,734 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2018, an estimated $215K.
Freedom Investment Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2017 and held it in 4 quarters.
Freedom Investment Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $218K in Q1 2018.
86 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2018.

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