Cornerstone Wealth Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Cornerstone Wealth 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
2020 Q2	–	Sell	-93,591	Closed	-$1.95M	–	136
2020 Q1	$1.95M	Buy	93,591 +16,684	+22%	+$440K	0.69%	47
2019 Q4	$2.14M	Buy	76,907 +5,209	+7%	+$144K	0.58%	61
2019 Q3	$2M	Buy	71,698 +6,306	+10%	+$171K	0.5%	60
2019 Q2	$1.71M	Buy	65,392 +10,932	+20%	+$286K	0.46%	64
2019 Q1	$1.41M	Buy	+54,460	New	+$1.35M	0.36%	66

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 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 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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Cornerstone Wealth Group's FREL Position: Q2 2020 in Review

Cornerstone Wealth Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2020, closing a stake of 93,591 shares — an estimated $1.95M sold.

Cornerstone Wealth Group first reported a position in FREL in Q1 2019 and held it in 5 quarters. The position peaked at $2.14M in Q4 2019. 140 funds tracked by Wall St. Rank hold FREL as of Q2 2020.

Cornerstone Wealth Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2020 after selling out during the quarter.
Cornerstone Wealth Group sold 93,591 Fidelity MSCI Real Estate Index ETF shares in Q2 2020, an estimated $1.95M.
Cornerstone Wealth Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 5 quarters.
Cornerstone Wealth Group's Fidelity MSCI Real Estate Index ETF position peaked at $2.14M in Q4 2019.
140 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2020.

Based on Cornerstone Wealth Group's 13F filing for Q2 2020, filed 27 Jul 2020.