IWMPD
FRE

Integrated Wealth Management (Palm Desert)’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q3 		– Sell
-1,850
Closed -$3K – 1394
2016
Q2 		$3K Buy
+1,850
New +$3K ﹤0.01% 1035

Other funds holding FRE

RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
SIG
Schaller Investment Group Winston Salem, North Carolina $95.7M AUM 14.66% 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
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FRE Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q3 2016, closing a stake of 1,850 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FRE in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 13 funds tracked by Wall St. Rank hold FRE as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining FREDDIE MAC D/B/A VOTING position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,850 FREDDIE MAC D/B/A VOTING shares in Q3 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in FREDDIE MAC D/B/A VOTING in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s FREDDIE MAC D/B/A VOTING position peaked at $3K in Q2 2016.
  • 13 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.