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Central Trust Company’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Central Trust Company’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
-1,406
Closed -$29K – 1079
2020
Q1 		$29K Hold
1,406
– – ﹤0.01% 705
2019
Q4 		$39K Buy
+1,406
New +$39K ﹤0.01% 715

Other funds holding FREL

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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

Central Trust Company's FREL Position: Q2 2020 in Review

Central Trust Company sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2020, closing a stake of 1,406 shares — an estimated $29K sold.

Central Trust Company first reported a position in FREL in Q4 2019 and held it in 2 quarters. The position peaked at $39K in Q4 2019. 140 funds tracked by Wall St. Rank hold FREL as of Q2 2020.

  • Central Trust Company reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2020 after selling out during the quarter.
  • Central Trust Company sold 1,406 Fidelity MSCI Real Estate Index ETF shares in Q2 2020, an estimated $29K.
  • Central Trust Company first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and held it in 2 quarters.
  • Central Trust Company's Fidelity MSCI Real Estate Index ETF position peaked at $39K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2020.

Based on Central Trust Company's 13F filing for Q2 2020, filed 14 Jul 2020.