BRWA
FREL icon

B. Riley Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

B. Riley Wealth 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
Q2 		– Sell
-25,474
Closed -$609K – 535
2017
Q1 		$609K Buy
+25,474
New +$604K 0.12% 204
2016
Q1 		– Sell
-33,860
Closed -$767K – 571
2015
Q4 		$767K Buy
+33,860
New +$760K 0.16% 171

Other funds holding FREL

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's FREL Position: Q2 2017 in Review

B. Riley Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2017, closing a stake of 25,474 shares — an estimated $609K sold.

B. Riley Wealth Advisors first reported a position in FREL in Q4 2015 and held it in 2 quarters. The position peaked at $767K in Q4 2015. 52 funds tracked by Wall St. Rank hold FREL as of Q2 2017.

  • B. Riley Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 25,474 Fidelity MSCI Real Estate Index ETF shares in Q2 2017, an estimated $609K.
  • B. Riley Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2015 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $767K in Q4 2015.
  • 52 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.