PCWA
FRE

Pacific Capital Wealth Advisors’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Pacific Capital Wealth Advisors’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
Q4 		– Sell
-52,499
Closed -$100K – 212
2020
Q3 		$100K Buy
+52,499
New +$100K 0.06% 83

Other funds holding FRE

PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's FRE Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q4 2020, closing a stake of 52,499 shares — an estimated $100K sold.

Pacific Capital Wealth Advisors first reported a position in FRE in Q3 2020 and held it in 1 quarter. The position peaked at $100K in Q3 2020. 14 funds tracked by Wall St. Rank hold FRE as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining FREDDIE MAC D/B/A VOTING position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 52,499 FREDDIE MAC D/B/A VOTING shares in Q4 2020, an estimated $100K.
  • Pacific Capital Wealth Advisors first reported a position in FREDDIE MAC D/B/A VOTING in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's FREDDIE MAC D/B/A VOTING position peaked at $100K in Q3 2020.
  • 14 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.