Advisory Alpha’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Advisory Alpha’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
2018 Q4	–	Sell	-44,518	Closed	-$1.04M	–	116
2018 Q3	$1.04M	Buy	44,518 +2,889	+7%	+$71.6K	0.26%	74
2018 Q2	$1.01M	Buy	41,629 +7,181	+21%	+$168K	0.25%	80
2018 Q1	$810K	Buy	34,448 +4,937	+17%	+$114K	0.28%	70
2017 Q4	$696K	Buy	29,511 +4,738	+19%	+$117K	0.23%	74
2017 Q3	$619K	Buy	24,773 +8,446	+52%	+$206K	0.17%	83
2017 Q2	$400K	Buy	16,327 +6,192	+61%	+$150K	0.12%	94
2017 Q1	$242K	Buy	+10,135	New	+$240K	0.08%	96

Other funds holding FREL

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisory Alpha's FREL Position: Q4 2018 in Review

Advisory Alpha sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2018, closing a stake of 44,518 shares — an estimated $1.04M sold.

Advisory Alpha first reported a position in FREL in Q1 2017 and held it in 7 quarters. The position peaked at $1.04M in Q3 2018. 92 funds tracked by Wall St. Rank hold FREL as of Q4 2018.

Advisory Alpha reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2018 after selling out during the quarter.
Advisory Alpha sold 44,518 Fidelity MSCI Real Estate Index ETF shares in Q4 2018, an estimated $1.04M.
Advisory Alpha first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2017 and held it in 7 quarters.
Advisory Alpha's Fidelity MSCI Real Estate Index ETF position peaked at $1.04M in Q3 2018.
92 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2018.

Based on Advisory Alpha's 13F filing for Q4 2018, filed 13 Feb 2019.