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
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
SIG
Schaller Investment Group Winston Salem, North Carolina $95.7M AUM 14.66% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
WHI
William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

WealthPLAN Partners's FRE Position: Q3 2016 in Review

WealthPLAN Partners sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q3 2016, closing a stake of 158 shares — an estimated $292 sold.

WealthPLAN Partners first reported a position in FRE in Q4 2015 and held it in 2 quarters. The position peaked at $292 in Q2 2016. 13 funds tracked by Wall St. Rank hold FRE as of Q3 2016.

  • WealthPLAN Partners reported no remaining FREDDIE MAC D/B/A VOTING position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 158 FREDDIE MAC D/B/A VOTING shares in Q3 2016, an estimated $292.
  • WealthPLAN Partners first reported a position in FREDDIE MAC D/B/A VOTING in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's FREDDIE MAC D/B/A VOTING position peaked at $292 in Q2 2016.
  • 13 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.