• SEATTLE, WA How do I update this listing?
Freestone Capital Holdings is based out of Seattle. Their last reported 13F filing for Q3 2019 included $4,149,658,000 in managed 13F securities and a top 10 holdings concentration of 72.67%. Freestone Capital Holdings's largest holding is Microsoft Corp. with shares held of 175,393. Freestone Capital Holdings has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 38 13F filings The firm last filed a Form D notice of exempt offering of securities on 2009-08-26. The notice included securities offered of Equity,Debt
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for FREESTONE CAPITAL HOLDINGS, LLC
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14
|Performance for Q3 2019:||9.92%|
|Performance Last 4 Quarters:||11.16%|
|Stdev (5-yrs):||Subscription required||BETA (5-yrs):||Subscription required||ALPHA (3-yrs):||Subscription required|
|Max Drawdown (all-years):||Subscription required||Annualized Perf (3-yrs):||Subscription required||Batting Avg vs S&P. (3-yrs):||Subscription required|
|Sortino (3-yrs):||Subscription required||Stutzer (3-yrs):||Subscription required||Treynor (3-yrs):||Subscription required|
|Sterling (3-yrs):||Subscription required||Calmar (3-yrs):||Subscription required||Information Ratio (3-yrs):||Subscription required|
|Tracking Error (3 yrs):||Subscription required||Stdev Down (3-yrs):||Subscription required||Winning Months %:||Subscription required|
|Losing Months %:||Subscription required||Best 12 Months:||Subscription required||Worst 12 Months:||Subscription required|
|Efficiency Ratio (3-yrs):||Subscription required||Sharpe:||Subscription required||Stdev Sectors:||Subscription required|
|Skewness (3-yrs):||Subscription required||Kurtosis (3-yrs):||Subscription required||Upside Potential (3-yrs):||Subscription required|
|FREESTONE CAPITAL MANAGEMENT LLC|
Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.
|Filing Date||Form Type||Industry Group||Securities Offered||Total Offering Amount||Total Amount Sold||Total Remaining|
|No Other Issuers|
|BRIAN KLEIN||subscription required||
|CARL CHANG||subscription required||
|ERIK MORGAN||subscription required||
|GARY FURUKAWA||subscription required||
|SCOTT SVENSON||subscription required||
You must have a subscription to view WhaleScore histories