Divergent Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Divergent Wealth Advisors’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 Q3	–	Sell	-380,004	Closed	-$8.88M	–	37
2020 Q2	$8.88M	Sell	380,004 -6,589	-2%	-$148K	2.61%	12
2020 Q1	$8.04M	Buy	386,593 +169,909	+78%	+$4.48M	2.86%	9
2019 Q4	$6.04M	Sell	216,684 -31,257	-13%	-$866K	1.78%	13
2019 Q3	$6.92M	Buy	247,941 +41,604	+20%	+$1.13M	2.14%	12
2019 Q2	$5.4M	Sell	206,337 -36,298	-15%	-$949K	1.72%	13
2019 Q1	$6.3M	Buy	242,635 +8,548	+4%	+$211K	2.1%	12
2018 Q4	$5.24M	Sell	234,087 -18,842	-7%	-$444K	1.94%	12
2018 Q3	$5.9M	Sell	252,929 -67,782	-21%	-$1.68M	2.04%	13
2018 Q2	$7.87M	Buy	320,711 +9,090	+3%	+$213K	2.84%	12
2018 Q1	$7.13M	Buy	311,621 +96,464	+45%	+$2.23M	2.67%	12
2017 Q4	$5.31M	Buy	+215,157	New	+$5.32M	2.25%	13

Other funds holding FREL

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Divergent Wealth Advisors's FREL Position: Q3 2020 in Review

Divergent Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2020, closing a stake of 380,004 shares — an estimated $8.88M sold.

Divergent Wealth Advisors first reported a position in FREL in Q4 2017 and held it in 11 quarters. The position peaked at $8.88M in Q2 2020. 142 funds tracked by Wall St. Rank hold FREL as of Q3 2020.

Divergent Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 380,004 Fidelity MSCI Real Estate Index ETF shares in Q3 2020, an estimated $8.88M.
Divergent Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and held it in 11 quarters.
Divergent Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $8.88M in Q2 2020.
142 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2020.

Based on Divergent Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.