SFG
FRE

SevenBridge Financial Group’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

SevenBridge Financial Group’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
Q4 		– Sell
-1,300
Closed -$4K – 680
2017
Q3 		$4K Hold
1,300
– – ﹤0.01% 546
2017
Q2 		$3K Hold
1,300
– – ﹤0.01% 581
2017
Q1 		$3K Hold
1,300
– – ﹤0.01% 574
2016
Q4 		$2K Hold
1,300
– – ﹤0.01% 604
2016
Q3 		$2K Hold
1,300
– – ﹤0.01% 587
2016
Q2 		$2K Buy
+1,300
New +$2K ﹤0.01% 702

Other funds holding FRE

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
QSS
Quantitative Systematic Strategies Ponte Vedra Beach, Florida $11.5M AUM 21.96% 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
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

SevenBridge Financial Group's FRE Position: Q4 2017 in Review

SevenBridge Financial Group sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q4 2017, closing a stake of 1,300 shares — an estimated $4K sold.

SevenBridge Financial Group first reported a position in FRE in Q2 2016 and held it in 6 quarters. The position peaked at $4K in Q3 2017. 7 funds tracked by Wall St. Rank hold FRE as of Q4 2017.

  • SevenBridge Financial Group reported no remaining FREDDIE MAC D/B/A VOTING position as of Q4 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,300 FREDDIE MAC D/B/A VOTING shares in Q4 2017, an estimated $4K.
  • SevenBridge Financial Group first reported a position in FREDDIE MAC D/B/A VOTING in Q2 2016 and held it in 6 quarters.
  • SevenBridge Financial Group's FREDDIE MAC D/B/A VOTING position peaked at $4K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q4 2017.

Based on SevenBridge Financial Group's 13F filing for Q4 2017, filed 20 Feb 2018.