WG
FRE

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

Winton 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
2021
Q4 		– Sell
-368,637
Closed -$302K – 1562
2021
Q3 		$302K Buy
368,637
+43,600
+13% +$35.7K 0.02% 1092
2021
Q2 		$468K Buy
325,037
+44,735
+16% +$64.4K 0.03% 955
2021
Q1 		$575K Buy
280,302
+39,941
+17% +$81.9K 0.03% 799
2020
Q4 		$560K Sell
240,361
-586,780
-71% -$1.37M 0.04% 731
2020
Q3 		$1.58M Buy
+827,141
New +$1.58M 0.05% 639

Other funds holding FRE

CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return