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Blueprint Investment Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Blueprint Investment Partners’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
Q2 		– Sell
-52,139
Closed -$1.08M – 39
2020
Q1 		$1.08M Sell
52,139
-55,227
-51% -$1.46M 1.1% 20
2019
Q4 		$2.99M Buy
+107,366
New +$2.98M 2.38% 12

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Blueprint Investment Partners's FREL Position: Q2 2020 in Review

Blueprint Investment Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2020, closing a stake of 52,139 shares — an estimated $1.08M sold.

Blueprint Investment Partners first reported a position in FREL in Q4 2019 and held it in 2 quarters. The position peaked at $2.99M in Q4 2019. 140 funds tracked by Wall St. Rank hold FREL as of Q2 2020.

  • Blueprint Investment Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2020 after selling out during the quarter.
  • Blueprint Investment Partners sold 52,139 Fidelity MSCI Real Estate Index ETF shares in Q2 2020, an estimated $1.08M.
  • Blueprint Investment Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and held it in 2 quarters.
  • Blueprint Investment Partners's Fidelity MSCI Real Estate Index ETF position peaked at $2.99M in Q4 2019.
  • 140 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2020.

Based on Blueprint Investment Partners's 13F filing for Q2 2020, filed 13 Aug 2020.