IA
FRED

IFP Advisors’s Fred's Inc FRED Stock Holding History

IFP Advisors’s Portfolio FRED Stock Details FRED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-24,501
Closed -$158K – 4265
2017
Q3 		$158K Hold
24,501
– – 0.01% 1289
2017
Q2 		$226K Hold
24,501
– – 0.01% 1061
2017
Q1 		$321K Buy
24,501
+18,039
+279% +$284K 0.01% 872
2016
Q4 		$120K Sell
6,462
-15,000
-70% -$162K 0.01% 1340
2016
Q3 		$194K Hold
21,462
– – 0.01% 1020
2016
Q2 		$346K Buy
+21,462
New +$317K 0.02% 708
2016
Q1 		– Sell
-21,462
Closed -$351K – 3819
2015
Q4 		$351K Buy
+21,462
New +$314K 0.02% 597

Other funds holding FRED

AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

IFP Advisors's FRED Position: Q4 2017 in Review

IFP Advisors sold out of Fred's Inc (FRED) in Q4 2017, closing a stake of 24,501 shares — an estimated $158K sold.

IFP Advisors first reported a position in FRED in Q4 2015 and held it in 7 quarters. The position peaked at $351K in Q4 2015. 115 funds tracked by Wall St. Rank hold FRED as of Q4 2017.

  • IFP Advisors reported no remaining Fred's Inc position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 24,501 Fred's Inc shares in Q4 2017, an estimated $158K.
  • IFP Advisors first reported a position in Fred's Inc in Q4 2015 and held it in 7 quarters.
  • IFP Advisors's Fred's Inc position peaked at $351K in Q4 2015.
  • 115 funds tracked by Wall St. Rank held Fred's Inc as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.