IA
FRE

IFP Advisors’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

IFP Advisors’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
2019
Q4 		– Sell
-700
Closed -$2K – 3325
2019
Q3 		$2K Buy
+700
New +$2K ﹤0.01% 2776
2019
Q1 		$3K Buy
+1,000
New +$3K ﹤0.01% 2054
2016
Q2 		– Sell
-1,000
Closed -$3K – 4286
2016
Q1 		$3K Buy
+1,000
New +$3K ﹤0.01% 2046

Other funds holding FRE

PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
CAM
Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

IFP Advisors's FRE Position: Q4 2019 in Review

IFP Advisors sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q4 2019, closing a stake of 700 shares — an estimated $2K sold.

IFP Advisors first reported a position in FRE in Q1 2016 and held it in 3 quarters. The position peaked at $3K in Q1 2019. 13 funds tracked by Wall St. Rank hold FRE as of Q4 2019.

  • IFP Advisors reported no remaining FREDDIE MAC D/B/A VOTING position as of Q4 2019 after selling out during the quarter.
  • IFP Advisors sold 700 FREDDIE MAC D/B/A VOTING shares in Q4 2019, an estimated $2K.
  • IFP Advisors first reported a position in FREDDIE MAC D/B/A VOTING in Q1 2016 and held it in 3 quarters.
  • IFP Advisors's FREDDIE MAC D/B/A VOTING position peaked at $3K in Q1 2019.
  • 13 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.