WP
FRE.PRZ

WealthPLAN Partners’s FREDDIE MAC FIXED FLG RT NON CUM PERP PREF FRE.PRZ Stock Holding History

WealthPLAN Partners’s Portfolio FRE.PRZ Stock Details FRE.PRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-204
Closed -$908 – 1154
2016
Q2 		$908 Buy
+204
New +$908 ﹤0.01% 2338
2015
Q4 		$694 Buy
+204
New +$694 ﹤0.01% 1574
2015
Q2 		– Sell
-204
Closed -$1K – 557
2015
Q1 		$1K Buy
+204
New +$1K ﹤0.01% 531

Other funds holding FRE.PRZ

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
EEG
E.E. Geduld $178M AUM 29.34% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

WealthPLAN Partners's FRE.PRZ Position: Q3 2016 in Review

WealthPLAN Partners sold out of FREDDIE MAC FIXED FLG RT NON CUM PERP PREF (FRE.PRZ) in Q3 2016, closing a stake of 204 shares — an estimated $908 sold.

WealthPLAN Partners first reported a position in FRE.PRZ in Q1 2015 and held it in 3 quarters. The position peaked at $1K in Q1 2015. 6 funds tracked by Wall St. Rank hold FRE.PRZ as of Q3 2016.

  • WealthPLAN Partners reported no remaining FREDDIE MAC FIXED FLG RT NON CUM PERP PREF position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 204 FREDDIE MAC FIXED FLG RT NON CUM PERP PREF shares in Q3 2016, an estimated $908.
  • WealthPLAN Partners first reported a position in FREDDIE MAC FIXED FLG RT NON CUM PERP PREF in Q1 2015 and held it in 3 quarters.
  • WealthPLAN Partners's FREDDIE MAC FIXED FLG RT NON CUM PERP PREF position peaked at $1K in Q1 2015.
  • 6 funds tracked by Wall St. Rank held FREDDIE MAC FIXED FLG RT NON CUM PERP PREF as of Q3 2016.

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