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Freedom Investment Management, Inc. Historic Quarter Change: Foreign Everything Else, Reduced

Freedom Investment Management, Inc. historic quarter change: Foreign Everything Else, Reduced

In partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), over 24 quarters from 2013-03-31 to 2026-06-30, Freedom Investment Management, Inc. opened 49 positions, added to 36, reduced 37 and sold out of 21.

  • Q3 2016: Stock CORESITE RLTY CORP COM; Country of operation —; Class COR; Shares before 16,407.
  • Q3 2016: Stock XINYUAN REAL ESTATE CO LTD SPONS ADR; Country of operation —; Class XIN; Shares before 258,125.
  • Q3 2016: Stock CHINA SOUTHN AIRLS LTD; Country of operation —; Class ZNH; Shares before 53,902.
  • Q3 2016: Stock CHINA LIFE INS CO LTD; Country of operation —; Class LFC; Shares before 64,706.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1566653), 24 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-04); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-14); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-08); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-05); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-05); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-15); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13); Q2 2013 (2013-03-31 to 2013-06-30, filed 2013-08-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2010-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016CORESITE RLTY CORP COM
CUSIP 21870Q105
COR16,40714,695-1,712$1,455,000$1,088,000-$367,0002016-10-04
Q3 2016XINYUAN REAL ESTATE CO LTD SPONS ADR
CUSIP 98417P105
XIN258,125239,529-18,596$1,265,000$1,514,000+$249,0002016-10-04
Q3 2016CHINA SOUTHN AIRLS LTD
CUSIP 169409109
ZNH53,90246,673-7,229$1,536,000$1,314,000-$222,0002016-10-04
Q3 2016CHINA LIFE INS CO LTD
CUSIP 16939P106
LFC64,70664,698-8$696,000$846,000+$150,0002016-10-04
Q3 2016FANG HOLDINGS LTD
CUSIP 836034108
SFUN149,617139,572-10,045$753,000$627,000-$126,0002016-10-04
Q3 2016INDUSTRIAS BACHOCO S A DE C V
CUSIP 456463108
IBA17,21914,786-2,433$851,000$742,000-$109,0002016-10-04
Q3 2016AMERICA MOVIL S A DE C V
CUSIP 02364W204
AMOV40,56034,812-5,748$494,000$398,000-$96,0002016-10-04
Q3 2016AMERICA MOVIL S A DE C V
CUSIP 02364W105
AMX51,11047,747-3,363$627,000$546,000-$81,0002016-10-04
Q3 2016GUANGSHEN RY LTD
CUSIP 40065W107
GSH43,98138,327-5,654$1,043,000$1,002,000-$41,0002016-10-04
Q3 2016TATA MTRS LTD
CUSIP 876568502
TTM33,13629,599-3,537$1,149,000$1,183,000+$34,0002016-10-04
Q3 2016CHINA PETE & CHEM CORP
CUSIP 16941R108
SNP13,94513,717-228$1,004,000$1,013,000+$9,0002016-10-04
Q2 2016CHINA SOUTHN AIRLS LTD
CUSIP 169409109
ZNH65,65953,902-11,757$2,051,000$1,536,000-$515,0002016-07-14
Q2 2016CHINA LIFE INS CO LTD
CUSIP 16939P106
LFC83,36364,706-18,657$1,025,000$696,000-$329,0002016-07-14
Q2 2016AMERICA MOVIL S A DE C V
CUSIP 02364W204
AMOV49,52340,560-8,963$768,000$494,000-$274,0002016-07-14
Q2 2016AMERICA MOVIL S A DE C V
CUSIP 02364W105
AMX57,19651,110-6,086$888,000$627,000-$261,0002016-07-14
Q2 2016SOUFUN HLDGS LTD ADR
CUSIP 836034108
SFUN168,291149,617-18,674$1,008,000$753,000-$255,0002016-07-14
Q2 2016INDUSTRIAS BACHOCO S A DE C V
CUSIP 456463108
IBA20,81517,219-3,596$1,067,000$851,000-$216,0002016-07-14
Q2 2016CHINA PETE & CHEM CORP
CUSIP 16941R108
SNP18,02413,945-4,079$1,174,000$1,004,000-$170,0002016-07-14
Q2 2016CORESITE RLTY CORP COM
CUSIP 21870Q105
COR19,27816,407-2,871$1,350,000$1,455,000+$105,0002016-07-14
Q2 2016ADVANCED SEMICONDUCTOR ENGR
CUSIP 00756M404
ASX75,85061,432-14,418$444,000$343,000-$101,0002016-07-14
Q2 2016XINYUAN REAL ESTATE CO LTD SPONS ADR
CUSIP 98417P105
XIN308,428258,125-50,303$1,366,000$1,265,000-$101,0002016-07-14
Q2 2016GUANGSHEN RY LTD
CUSIP 40065W107
GSH53,30943,981-9,328$1,141,000$1,043,000-$98,0002016-07-14
Q2 2016CHINA MOBILE LIMITED
CUSIP 16941M109
CHL6,6124,697-1,915$367,000$272,000-$95,0002016-07-14
Q2 2016GLAXOSMITHKLINE PLC SPONSORED ADR
CUSIP 37733W105
GSK14,99612,367-2,629$608,000$536,000-$72,0002016-07-14
Q2 2016ASTRAZENECA PLC
CUSIP 046353108
AZN22,73120,267-2,464$640,000$612,000-$28,0002016-07-14
Q2 2016CHUBB LIMITED
CUSIP 171232101
CB2,1682,160-8$258,000$282,000+$24,0002016-07-14
Q2 2016ANGLOGOLD ASHANTI LTD
CUSIP 035128206
AU16,85513,507-3,348$231,000$244,000+$13,0002016-07-14
Q2 2016TOTAL S A
CUSIP 89151E109
TOT5,4534,909-544$248,000$236,000-$12,0002016-07-14
Q2 2016ARM HLDGS PLC
CUSIP 042068106
ARMH13,26912,734-535$580,000$580,000$02016-07-14
Q1 2016MEDTRONIC PLC SHS
CUSIP 585055106
MDT15,29212,031-3,261$1,176,000$902,000-$274,0002016-04-08
Q1 2016ASTRAZENECA PLC
CUSIP 046353108
AZN23,26422,731-533$790,000$640,000-$150,0002016-04-08
Q1 2016TRANSCANADA CORP LTD
CUSIP 89353D107
TRP8,5408,499-41$278,000$334,000+$56,0002016-04-08
Q1 2016FORTUNA SILVER MINES INC COM
CUSIP 349915108
FSM43,22736,180-7,047$97,000$141,000+$44,0002016-04-08
Q1 2016ETABLISSEMENTS DELHAIZE FRERES
CUSIP 29759W101
DEG10,7928,433-2,359$262,000$219,000-$43,0002016-04-08
Q1 2016ARM HLDGS PLC
CUSIP 042068106
ARMH13,76013,269-491$622,000$580,000-$42,0002016-04-08
Q1 2016BBVA BANCO FRANCES S A
CUSIP 07329M100
BFR10,99210,782-210$210,000$215,000+$5,0002016-04-08
Q1 2016ADVANCED SEMICONDUCTOR ENGR
CUSIP 00756M404
ASX77,77575,850-1,925$441,000$444,000+$3,0002016-04-08

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