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Capital Directions Investment Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Capital Directions Investment 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
2019
Q1 		– Sell
-611
Closed -$14K – 98
2018
Q4 		$14K Hold
611
– – ﹤0.01% 87
2018
Q3 		$15K Sell
611
-1,078
-64% -$26.7K ﹤0.01% 122
2018
Q2 		$41K Hold
1,689
– – 0.02% 80
2018
Q1 		$39K Buy
+1,689
New +$39K 0.01% 77
2017
Q4 		– Sell
-2,445
Closed -$59K – 98
2017
Q3 		$59K Buy
+2,445
New +$59.6K 0.02% 68

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Capital Directions Investment Advisors's FREL Position: Q1 2019 in Review

Capital Directions Investment Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2019, closing a stake of 611 shares — an estimated $14K sold.

Capital Directions Investment Advisors first reported a position in FREL in Q3 2017 and held it in 5 quarters. The position peaked at $59K in Q3 2017. 102 funds tracked by Wall St. Rank hold FREL as of Q1 2019.

  • Capital Directions Investment Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2019 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 611 Fidelity MSCI Real Estate Index ETF shares in Q1 2019, an estimated $14K.
  • Capital Directions Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2017 and held it in 5 quarters.
  • Capital Directions Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $59K in Q3 2017.
  • 102 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2019.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.