BMM
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Buffington Mohr McNeal’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Buffington Mohr McNeal’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
2023
Q1 		– Sell
-18,404
Closed -$457K – 124
2022
Q4 		$457K Hold
18,404
– – 0.11% 96
2022
Q3 		$440K Hold
18,404
– – 0.11% 96
2022
Q2 		$500K Hold
18,404
– – 0.11% 93
2022
Q1 		$596K Sell
18,404
-380
-2% -$12K 0.11% 90
2021
Q4 		$652K Hold
18,784
– – 0.11% 91
2021
Q3 		$571K Hold
18,784
– – 0.11% 87
2021
Q2 		$572K Hold
18,784
– – 0.11% 90
2021
Q1 		$516K Sell
18,784
-105
-0.6% -$2.76K 0.11% 94
2020
Q4 		$479K Sell
18,889
-1,820
-9% -$44.9K 0.11% 90
2020
Q3 		$487K Sell
20,709
-900
-4% -$21.5K 0.13% 86
2020
Q2 		$505K Sell
21,609
-1,340
-6% -$30.2K 0.14% 87
2020
Q1 		$477K Sell
22,949
-70
-0.3% -$1.84K 0.16% 85
2019
Q4 		$641K Hold
23,019
– – 0.18% 83
2019
Q3 		$642K Buy
23,019
+47
+0.2% +$1.28K 0.2% 80
2019
Q2 		$601K Buy
22,972
+2,895
+14% +$75.7K 0.19% 84
2019
Q1 		$521K Sell
20,077
-113
-0.6% -$2.79K 0.17% 91
2018
Q4 		$452K Sell
20,190
-1,230
-6% -$29K 0.18% 90
2018
Q3 		$516K Hold
21,420
– – 0.18% 91
2018
Q2 		$526K Hold
21,420
– – 0.2% 83
2018
Q1 		$490K Hold
21,420
– – 0.19% 89
2017
Q4 		$529K Sell
21,420
-395
-2% -$9.76K 0.2% 87
2017
Q3 		$528K Buy
21,815
+1,315
+6% +$32.1K 0.21% 84
2017
Q2 		$497K Buy
20,500
+5,526
+37% +$133K 0.2% 87
2017
Q1 		$358K Buy
14,974
+7,833
+110% +$186K 0.16% 91
2016
Q4 		$167K Buy
+7,141
New +$164K 0.06% 126

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 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

Buffington Mohr McNeal's FREL Position: Q1 2023 in Review

Buffington Mohr McNeal sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2023, closing a stake of 18,404 shares — an estimated $457K sold.

Buffington Mohr McNeal first reported a position in FREL in Q4 2016 and held it in 25 quarters. The position peaked at $652K in Q4 2021. 195 funds tracked by Wall St. Rank hold FREL as of Q1 2023.

  • Buffington Mohr McNeal reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2023 after selling out during the quarter.
  • Buffington Mohr McNeal sold 18,404 Fidelity MSCI Real Estate Index ETF shares in Q1 2023, an estimated $457K.
  • Buffington Mohr McNeal first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2016 and held it in 25 quarters.
  • Buffington Mohr McNeal's Fidelity MSCI Real Estate Index ETF position peaked at $652K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2023.

Based on Buffington Mohr McNeal's 13F filing for Q1 2023, filed 26 Apr 2023.