WP
FRE

WealthPLAN Partners’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-158
Closed -$292 – 1155
2016
Q2 		$292 Buy
+158
New +$292 ﹤0.01% 2393
2015
Q4 		$256 Buy
+158
New +$256 ﹤0.01% 1606

Other funds holding FRE

RCG
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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
WHI
William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return