GWS
FRE

Glassman Wealth Services’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Glassman Wealth Services’s Portfolio FRE Stock Details FRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,415
Closed -$3K – 501
2014
Q4 		$3K Buy
+1,415
New +$3K ﹤0.01% 449

Other funds holding FRE

CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
SCM
Seamans Capital Management Boston, Massachusetts $30.2M AUM 15.76% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
WHI
William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Glassman Wealth Services's FRE Position: Q1 2015 in Review

Glassman Wealth Services sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q1 2015, closing a stake of 1,415 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in FRE in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 16 funds tracked by Wall St. Rank hold FRE as of Q1 2015.

  • Glassman Wealth Services reported no remaining FREDDIE MAC D/B/A VOTING position as of Q1 2015 after selling out during the quarter.
  • Glassman Wealth Services sold 1,415 FREDDIE MAC D/B/A VOTING shares in Q1 2015, an estimated $3K.
  • Glassman Wealth Services first reported a position in FREDDIE MAC D/B/A VOTING in Q4 2014 and held it in 1 quarter.
  • Glassman Wealth Services's FREDDIE MAC D/B/A VOTING position peaked at $3K in Q4 2014.
  • 16 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q1 2015.

Based on Glassman Wealth Services's 13F filing for Q1 2015, filed 15 May 2015.