AG
FREL icon

Advisor Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Advisor Group’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.1M Buy
75,278
+6,853
+10% +$190K 0.01% 784
2019
Q3 		$1.91M Buy
68,425
+1,527
+2% +$41.4K 0.01% 782
2019
Q2 		$1.75M Buy
66,898
+2,098
+3% +$54.8K 0.01% 819
2019
Q1 		$1.68M Buy
64,800
+2,523
+4% +$62.4K 0.01% 785
2018
Q4 		$1.4M Buy
62,277
+53,771
+632% +$1.27M 0.01% 778
2018
Q3 		$205K Buy
8,506
+3,894
+84% +$96.5K ﹤0.01% 2146
2018
Q2 		$113K Buy
4,612
+4,409
+2,172% +$103K ﹤0.01% 2434
2018
Q1 		$5K Sell
203
-1,821
-90% -$42.1K ﹤0.01% 4403
2017
Q4 		$50K Buy
2,024
+155
+8% +$3.83K ﹤0.01% 3081
2017
Q3 		$45K Sell
1,869
-57
-3% -$1.39K ﹤0.01% 3020
2017
Q2 		$47K Buy
1,926
+118
+7% +$2.85K ﹤0.01% 2888
2017
Q1 		$43K Buy
1,808
+1,608
+804% +$38.1K ﹤0.01% 2826
2016
Q4 		$5K Sell
200
-1,211
-86% -$27.9K ﹤0.01% 3926
2016
Q3 		$35K Buy
+1,411
New +$35.4K ﹤0.01% 2784

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Advisor Group's FREL Position: Q4 2019 in Review

Advisor Group increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 10% in Q4 2019, buying an estimated $190K and bringing the position to 75,278 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #784.

Advisor Group first reported a position in FREL in Q3 2016 and has held it in 14 quarters since. 158 funds tracked by Wall St. Rank hold FREL as of Q4 2019.

  • Advisor Group held 75,278 shares of Fidelity MSCI Real Estate Index ETF worth $2.1M as of Q4 2019.
  • Advisor Group bought 6,853 Fidelity MSCI Real Estate Index ETF shares in Q4 2019, an estimated $190K.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #784 holding.
  • Advisor Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2016 and has held it in 14 quarters since.
  • 158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.