LFA
FRED

Landmark Financial Advisors’s Fred's Inc FRED Stock Holding History

Landmark Financial 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
2015
Q4 		– Sell
-10,000
Closed -$118K – 53
2015
Q3 		$118K Buy
+10,000
New +$154K 0.13% 44

Other funds holding FRED

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Landmark Financial Advisors's FRED Position: Q4 2015 in Review

Landmark Financial Advisors sold out of Fred's Inc (FRED) in Q4 2015, closing a stake of 10,000 shares — an estimated $118K sold.

Landmark Financial Advisors first reported a position in FRED in Q3 2015 and held it in 1 quarter. The position peaked at $118K in Q3 2015. 117 funds tracked by Wall St. Rank hold FRED as of Q4 2015.

  • Landmark Financial Advisors reported no remaining Fred's Inc position as of Q4 2015 after selling out during the quarter.
  • Landmark Financial Advisors sold 10,000 Fred's Inc shares in Q4 2015, an estimated $118K.
  • Landmark Financial Advisors first reported a position in Fred's Inc in Q3 2015 and held it in 1 quarter.
  • Landmark Financial Advisors's Fred's Inc position peaked at $118K in Q3 2015.
  • 117 funds tracked by Wall St. Rank held Fred's Inc as of Q4 2015.

Based on Landmark Financial Advisors's 13F filing for Q4 2015, filed 2 Feb 2016.