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Allegis Investment Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Allegis Investment Advisors’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
2017
Q4 		– Sell
-23,737
Closed -$576K – 252
2017
Q3 		$576K Buy
+23,737
New +$579K 0.14% 138
2017
Q1 		– Sell
-14,260
Closed -$334K – 264
2016
Q4 		$334K Sell
14,260
-116,268
-89% -$2.68M 0.11% 169
2016
Q3 		$3.2M Buy
+130,528
New +$3.27M 1.24% 18
2016
Q1 		– Sell
-4,673
Closed -$106K – 441
2015
Q4 		$106K Buy
+4,673
New +$105K 0.06% 212

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IWA
Independence Wealth Advisors Mclean, Virginia $44.6M AUM 23.44% 1-Year Est. Return

Allegis Investment Advisors's FREL Position: Q4 2017 in Review

Allegis Investment Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2017, closing a stake of 23,737 shares — an estimated $576K sold.

Allegis Investment Advisors first reported a position in FREL in Q4 2015 and held it in 4 quarters. The position peaked at $3.2M in Q3 2016. 70 funds tracked by Wall St. Rank hold FREL as of Q4 2017.

  • Allegis Investment Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 23,737 Fidelity MSCI Real Estate Index ETF shares in Q4 2017, an estimated $576K.
  • Allegis Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2015 and held it in 4 quarters.
  • Allegis Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $3.2M in Q3 2016.
  • 70 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2017.

Based on Allegis Investment Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.