Exchange Capital Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Exchange Capital 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
2020 Q1	–	Sell	-8,982	Closed	-$250K	–	146
2019 Q4	$250K	Sell	8,982 -14,888	-62%	-$413K	0.06%	141
2019 Q3	$666K	Sell	23,870 -11,367	-32%	-$309K	0.18%	109
2019 Q2	$923K	Sell	35,237 -150	-0.4%	-$3.92K	0.25%	94
2019 Q1	$919K	Buy	35,387 +1,459	+4%	+$36.1K	0.26%	96
2018 Q4	$760K	Buy	33,928 +901	+3%	+$21.2K	0.25%	99
2018 Q3	$795K	Sell	33,027 -39	-0.1%	-$966	0.23%	99
2018 Q2	$811K	Sell	33,066 -285	-0.9%	-$6.67K	0.24%	98
2018 Q1	$763K	Buy	33,351 +5,360	+19%	+$124K	0.24%	98
2017 Q4	$691K	Buy	27,991 +2,160	+8%	+$53.4K	0.22%	106
2017 Q3	$627K	Buy	+25,831	New	+$630K	0.21%	92

Other funds holding FREL

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

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

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Exchange Capital Management's FREL Position: Q1 2020 in Review

Exchange Capital Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2020, closing a stake of 8,982 shares — an estimated $250K sold.

Exchange Capital Management first reported a position in FREL in Q3 2017 and held it in 10 quarters. The position peaked at $923K in Q2 2019. 145 funds tracked by Wall St. Rank hold FREL as of Q1 2020.

Exchange Capital Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2020 after selling out during the quarter.
Exchange Capital Management sold 8,982 Fidelity MSCI Real Estate Index ETF shares in Q1 2020, an estimated $250K.
Exchange Capital Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2017 and held it in 10 quarters.
Exchange Capital Management's Fidelity MSCI Real Estate Index ETF position peaked at $923K in Q2 2019.
145 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2020.

Based on Exchange Capital Management's 13F filing for Q1 2020, filed 28 Apr 2020.