BWM
FREL icon

Baystate Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Baystate Wealth Management’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
Q3 		– Sell
-38
Closed -$1K – 667
2017
Q2 		$1K Buy
+38
New +$918 ﹤0.01% 574

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Baystate Wealth Management's FREL Position: Q3 2017 in Review

Baystate Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2017, closing a stake of 38 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in FREL in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 57 funds tracked by Wall St. Rank hold FREL as of Q3 2017.

  • Baystate Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 38 Fidelity MSCI Real Estate Index ETF shares in Q3 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2017 and held it in 1 quarter.
  • Baystate Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $1K in Q2 2017.
  • 57 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.