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Freedom Investment Management’s Valhi VHI Stock Holding History

Freedom Investment Management’s Portfolio VHI Stock Details VHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,222
Closed -$200K – 804
2015
Q3 		$200K Buy
+3,222
New +$133K 0.02% 610
2014
Q2 		– Sell
-3,727
Closed -$394K – 521
2014
Q1 		$394K Buy
3,727
+2,082
+127% +$311K 0.08% 238
2013
Q4 		$347K Buy
+1,645
New +$333K 0.09% 251

Other funds holding VHI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GPCM
Greenbrier Partners Capital Management Dallas, Texas $1.3B AUM 21.43% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Investment Management's VHI Position: Q4 2015 in Review

Freedom Investment Management sold out of Valhi (VHI) in Q4 2015, closing a stake of 3,222 shares — an estimated $200K sold.

Freedom Investment Management first reported a position in VHI in Q4 2013 and held it in 3 quarters. The position peaked at $394K in Q1 2014. 54 funds tracked by Wall St. Rank hold VHI as of Q4 2015.

  • Freedom Investment Management reported no remaining Valhi position as of Q4 2015 after selling out during the quarter.
  • Freedom Investment Management sold 3,222 Valhi shares in Q4 2015, an estimated $200K.
  • Freedom Investment Management first reported a position in Valhi in Q4 2013 and held it in 3 quarters.
  • Freedom Investment Management's Valhi position peaked at $394K in Q1 2014.
  • 54 funds tracked by Wall St. Rank held Valhi as of Q4 2015.

Based on Freedom Investment Management's 13F filing for Q4 2015, filed 5 Jan 2016.