WAM
FRED

Wealthspire Advisors (Maryland)’s Fred's Inc FRED Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FRED Stock Details FRED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-20
Closed – – 2619
2017
Q3 		$0 Buy
+20
New +$131 ﹤0.01% 2571

Other funds holding FRED

AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FRED Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Fred's Inc (FRED) in Q4 2017, closing a stake of 20 shares.

Wealthspire Advisors (Maryland) first reported a position in FRED in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 115 funds tracked by Wall St. Rank hold FRED as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Fred's Inc position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20 Fred's Inc shares in Q4 2017.
  • Wealthspire Advisors (Maryland) first reported a position in Fred's Inc in Q3 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Fred's Inc position peaked at $0 in Q3 2017.
  • 115 funds tracked by Wall St. Rank held Fred's Inc as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.