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Freedom Investment Management’s WhiteHorse Finance WHF Stock Holding History

Freedom Investment Management’s Portfolio WHF Stock Details WHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-13,449
Closed -$186K – 907
2018
Q3 		$186K Sell
13,449
-340
-2% -$4.89K 0.01% 856
2018
Q2 		$200K Buy
+13,789
New +$190K 0.01% 898
2018
Q1 		– Sell
-10,311
Closed -$138K – 1221
2017
Q4 		$138K Buy
+10,311
New +$146K 0.01% 1080

Other funds holding WHF

AM
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Freedom Investment Management sold out of WhiteHorse Finance (WHF) in Q4 2018, closing a stake of 13,449 shares — an estimated $186K sold.

Freedom Investment Management first reported a position in WHF in Q4 2017 and held it in 3 quarters. The position peaked at $200K in Q2 2018. 33 funds tracked by Wall St. Rank hold WHF as of Q4 2018.

  • Freedom Investment Management reported no remaining WhiteHorse Finance position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 13,449 WhiteHorse Finance shares in Q4 2018, an estimated $186K.
  • Freedom Investment Management first reported a position in WhiteHorse Finance in Q4 2017 and held it in 3 quarters.
  • Freedom Investment Management's WhiteHorse Finance position peaked at $200K in Q2 2018.
  • 33 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q4 2018.

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