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Cascadia Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Cascadia Advisory Services’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
Q4 		$904K Buy
+32,444
New +$899K 0.26% 100

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 $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Cascadia Advisory Services's FREL Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2019: 32,444 shares worth $904K. The stake represents 0.26% of the portfolio and ranks #100 among its holdings.

158 funds tracked by Wall St. Rank hold FREL as of Q4 2019.

  • Cascadia Advisory Services held 32,444 shares of Fidelity MSCI Real Estate Index ETF worth $904K as of Q4 2019.
  • Fidelity MSCI Real Estate Index ETF was a new Cascadia Advisory Services position in Q4 2019.
  • Fidelity MSCI Real Estate Index ETF made up 0.26% of Cascadia Advisory Services's portfolio in Q4 2019, its #100 holding.
  • 158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.