NCM
FRE

Nelson Capital Management’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Nelson Capital Management’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
2017
Q3 		– Sell
-840
Closed – – 302
2017
Q2 		$0 Buy
+840
New – ﹤0.01% 311

Other funds holding FRE

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
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

Nelson Capital Management's FRE Position: Q3 2017 in Review

Nelson Capital Management sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q3 2017, closing a stake of 840 shares.

Nelson Capital Management first reported a position in FRE in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 10 funds tracked by Wall St. Rank hold FRE as of Q3 2017.

  • Nelson Capital Management reported no remaining FREDDIE MAC D/B/A VOTING position as of Q3 2017 after selling out during the quarter.
  • Nelson Capital Management sold 840 FREDDIE MAC D/B/A VOTING shares in Q3 2017.
  • Nelson Capital Management first reported a position in FREDDIE MAC D/B/A VOTING in Q2 2017 and held it in 1 quarter.
  • Nelson Capital Management's FREDDIE MAC D/B/A VOTING position peaked at $0 in Q2 2017.
  • 10 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q3 2017.

Based on Nelson Capital Management's 13F filing for Q3 2017, filed 2 Nov 2017.