RCA
FRE

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

Ranch Capital 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
2021
Q2 		– Sell
-100
Closed – – 926
2021
Q1 		$0 Hold
100
– – ﹤0.01% 943
2020
Q4 		$0 Hold
100
– – ﹤0.01% 943
2020
Q3 		$0 Hold
100
– – ﹤0.01% 973
2020
Q2 		$0 Hold
100
– – ﹤0.01% 1033
2020
Q1 		$0 Hold
100
– – ﹤0.01% 980
2019
Q4 		$0 Buy
+100
New – ﹤0.01% 949

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 $1.46B AUM 33.64% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

Ranch Capital Advisors's FRE Position: Q2 2021 in Review

Ranch Capital Advisors sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q2 2021, closing a stake of 100 shares.

Ranch Capital Advisors first reported a position in FRE in Q4 2019 and held it in 6 quarters. The position peaked at $0 in Q1 2021. 14 funds tracked by Wall St. Rank hold FRE as of Q2 2021.

  • Ranch Capital Advisors reported no remaining FREDDIE MAC D/B/A VOTING position as of Q2 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 100 FREDDIE MAC D/B/A VOTING shares in Q2 2021.
  • Ranch Capital Advisors first reported a position in FREDDIE MAC D/B/A VOTING in Q4 2019 and held it in 6 quarters.
  • Ranch Capital Advisors's FREDDIE MAC D/B/A VOTING position peaked at $0 in Q1 2021.
  • 14 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q2 2021.

Based on Ranch Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.