AIM
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Aurora Investment Managers’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Aurora Investment Managers’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
2020
Q4 		– Sell
-21,082
Closed -$495K – 31
2020
Q3 		$495K Sell
21,082
-2,388
-10% -$57K 0.45% 26
2020
Q2 		$549K Buy
23,470
+214
+0.9% +$4.82K 0.44% 32
2020
Q1 		$484K Sell
23,256
-13,878
-37% -$366K 0.54% 33
2019
Q4 		$1.03M Buy
+37,134
New +$1.03M 1.01% 30

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Aurora Investment Managers's FREL Position: Q4 2020 in Review

Aurora Investment Managers sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2020, closing a stake of 21,082 shares — an estimated $495K sold.

Aurora Investment Managers first reported a position in FREL in Q4 2019 and held it in 4 quarters. The position peaked at $1.03M in Q4 2019. 154 funds tracked by Wall St. Rank hold FREL as of Q4 2020.

  • Aurora Investment Managers reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2020 after selling out during the quarter.
  • Aurora Investment Managers sold 21,082 Fidelity MSCI Real Estate Index ETF shares in Q4 2020, an estimated $495K.
  • Aurora Investment Managers first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and held it in 4 quarters.
  • Aurora Investment Managers's Fidelity MSCI Real Estate Index ETF position peaked at $1.03M in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2020.

Based on Aurora Investment Managers's 13F filing for Q4 2020, filed 15 Jan 2021.