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Destination Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Destination Wealth Management’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
Q2 		– Sell
-467
Closed -$12K – 626
2019
Q1 		$12K Buy
+467
New +$11.6K ﹤0.01% 439

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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Destination Wealth Management's FREL Position: Q2 2019 in Review

Destination Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2019, closing a stake of 467 shares — an estimated $12K sold.

Destination Wealth Management first reported a position in FREL in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 121 funds tracked by Wall St. Rank hold FREL as of Q2 2019.

  • Destination Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 467 Fidelity MSCI Real Estate Index ETF shares in Q2 2019, an estimated $12K.
  • Destination Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $12K in Q1 2019.
  • 121 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.