OPS
FRE

Orion Portfolio Solutions’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-6,100
Closed -$13K – 2402
2020
Q2 		$13K Buy
6,100
+100
+2% +$213 ﹤0.01% 1116
2020
Q1 		$8K Buy
+6,000
New +$8K ﹤0.01% 1177

Other funds holding FRE

PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

Orion Portfolio Solutions's FRE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q3 2020, closing a stake of 6,100 shares — an estimated $13K sold.

Orion Portfolio Solutions first reported a position in FRE in Q1 2020 and held it in 2 quarters. The position peaked at $13K in Q2 2020. 13 funds tracked by Wall St. Rank hold FRE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining FREDDIE MAC D/B/A VOTING position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6,100 FREDDIE MAC D/B/A VOTING shares in Q3 2020, an estimated $13K.
  • Orion Portfolio Solutions first reported a position in FREDDIE MAC D/B/A VOTING in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's FREDDIE MAC D/B/A VOTING position peaked at $13K in Q2 2020.
  • 13 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.