AllSquare Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

AllSquare Wealth Management’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 Q2	–	Sell	-314	Closed	-$7K	–	488
2018 Q1	$7K	Hold	314	–	–	0.01%	301
2017 Q4	$8K	Hold	314	–	–	0.01%	292
2017 Q3	$8K	Buy	+314	New	+$7.66K	0.01%	276
2017 Q2	–	Sell	-314	Closed	-$7K	–	241
2017 Q1	$7K	Hold	314	–	–	0.01%	278
2016 Q4	$7K	Hold	314	–	–	0.01%	252
2016 Q3	$8K	Hold	314	–	–	0.01%	225
2016 Q2	$8K	Hold	314	–	–	0.01%	215
2016 Q1	$7K	Buy	+314	New	+$6.86K	0.01%	224

Other funds holding FREL

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AllSquare Wealth Management's FREL Position: Q2 2018 in Review

AllSquare Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2018, closing a stake of 314 shares — an estimated $7K sold.

AllSquare Wealth Management first reported a position in FREL in Q1 2016 and held it in 8 quarters. The position peaked at $8K in Q4 2017. 73 funds tracked by Wall St. Rank hold FREL as of Q2 2018.

AllSquare Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2018 after selling out during the quarter.
AllSquare Wealth Management sold 314 Fidelity MSCI Real Estate Index ETF shares in Q2 2018, an estimated $7K.
AllSquare Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2016 and held it in 8 quarters.
AllSquare Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $8K in Q4 2017.
73 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2018.

Based on AllSquare Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.