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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return