Asset Planning Services (Pennsylvania)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Asset Planning Services (Pennsylvania)’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	–	Sell	-527	Closed	-$15K	–	134
2019 Q3	$15K	Buy	527 +73	+16%	+$1.98K	0.01%	183
2019 Q2	$12K	Buy	454 +4	+0.9%	+$105	0.01%	189
2019 Q1	$12K	Buy	450 +5	+1%	+$124	0.01%	188
2018 Q4	$10K	Buy	445 +4	+0.9%	+$94	0.01%	196
2018 Q3	$11K	Buy	441 +10	+2%	+$248	0.01%	193
2018 Q2	$11K	Buy	431 +4	+0.9%	+$94	0.01%	197
2018 Q1	$10K	Buy	427 +5	+1%	+$116	0.01%	204
2017 Q4	$10K	Buy	422 +3	+0.7%	+$74	0.01%	210
2017 Q3	$10K	Buy	419 +4	+1%	+$98	0.01%	232
2017 Q2	$10K	Hold	415	–	–	0.01%	225
2017 Q1	$10K	Buy	+415	New	+$9.84K	0.01%	219

Other funds holding FREL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s FREL Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2019, closing a stake of 527 shares — an estimated $15K sold.

Asset Planning Services (Pennsylvania) first reported a position in FREL in Q1 2017 and held it in 11 quarters. The position peaked at $15K in Q3 2019. 158 funds tracked by Wall St. Rank hold FREL as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 527 Fidelity MSCI Real Estate Index ETF shares in Q4 2019, an estimated $15K.
Asset Planning Services (Pennsylvania) first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2017 and held it in 11 quarters.
Asset Planning Services (Pennsylvania)'s Fidelity MSCI Real Estate Index ETF position peaked at $15K in Q3 2019.
158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.