FIM
RWT

Freedom Investment Management’s Redwood Trust RWT Stock Holding History

Freedom Investment Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-27,227
Closed -$421K – 1098
2018
Q1 		$421K Buy
27,227
+3,911
+17% +$58.7K 0.02% 707
2017
Q4 		$346K Buy
23,316
+5,357
+30% +$83K 0.02% 823
2017
Q3 		$293K Buy
17,959
+3,383
+23% +$56.7K 0.02% 862
2017
Q2 		$248K Buy
14,576
+2,580
+22% +$43.6K 0.01% 889
2017
Q1 		$199K Buy
11,996
+1,959
+20% +$31.6K 0.01% 969
2016
Q4 		$153K Buy
+10,037
New +$147K 0.01% 930

Other funds holding RWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Freedom Investment Management sold out of Redwood Trust (RWT) in Q2 2018, closing a stake of 27,227 shares — an estimated $421K sold.

Freedom Investment Management first reported a position in RWT in Q4 2016 and held it in 6 quarters. The position peaked at $421K in Q1 2018. 150 funds tracked by Wall St. Rank hold RWT as of Q2 2018.

  • Freedom Investment Management reported no remaining Redwood Trust position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 27,227 Redwood Trust shares in Q2 2018, an estimated $421K.
  • Freedom Investment Management first reported a position in Redwood Trust in Q4 2016 and held it in 6 quarters.
  • Freedom Investment Management's Redwood Trust position peaked at $421K in Q1 2018.
  • 150 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2018.

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