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

Apriem 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
Q1 		– Sell
-300
Closed -$7K – 687
2016
Q4 		$7K Buy
+300
New +$6.91K ﹤0.01% 468

Other funds holding FREL

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Apriem Advisors's FREL Position: Q1 2017 in Review

Apriem Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2017, closing a stake of 300 shares — an estimated $7K sold.

Apriem Advisors first reported a position in FREL in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 44 funds tracked by Wall St. Rank hold FREL as of Q1 2017.

  • Apriem Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 300 Fidelity MSCI Real Estate Index ETF shares in Q1 2017, an estimated $7K.
  • Apriem Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2016 and held it in 1 quarter.
  • Apriem Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $7K in Q4 2016.
  • 44 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.