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

Chicago Partners Investment Group’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
Q3 		– Sell
-12,225
Closed -$311K – 678
2023
Q2 		$311K Buy
+12,225
New +$300K 0.02% 522

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RWMH
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CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 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
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
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Chicago Partners Investment Group's FREL Position: Q3 2023 in Review

Chicago Partners Investment Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2023, closing a stake of 12,225 shares — an estimated $311K sold.

Chicago Partners Investment Group first reported a position in FREL in Q2 2023 and held it in 1 quarter. The position peaked at $311K in Q2 2023. 178 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

  • Chicago Partners Investment Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2023 after selling out during the quarter.
  • Chicago Partners Investment Group sold 12,225 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $311K.
  • Chicago Partners Investment Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2023 and held it in 1 quarter.
  • Chicago Partners Investment Group's Fidelity MSCI Real Estate Index ETF position peaked at $311K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

Based on Chicago Partners Investment Group's 13F filing for Q3 2023, filed 26 Oct 2023.