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

Fairview Capital Investment 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	-7,800	Closed	-$217K	–	134
2019 Q4	$217K	Hold	7,800	–	–	0.01%	135
2019 Q3	$217K	Hold	7,800	–	–	0.01%	136
2019 Q2	$204K	Hold	7,800	–	–	0.01%	140
2019 Q1	$202K	Buy	+7,800	New	+$193K	0.01%	139
2018 Q4	–	Sell	-16,800	Closed	-$404K	–	139
2018 Q3	$404K	Buy	16,800 +6,625	+65%	+$164K	0.02%	108
2018 Q2	$250K	Buy	+10,175	New	+$238K	0.01%	122

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

Fairview Capital Investment Management's FREL Position: Q1 2020 in Review

Fairview Capital Investment Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2020, closing a stake of 7,800 shares — an estimated $217K sold.

Fairview Capital Investment Management first reported a position in FREL in Q2 2018 and held it in 6 quarters. The position peaked at $404K in Q3 2018. 145 funds tracked by Wall St. Rank hold FREL as of Q1 2020.

Fairview Capital Investment Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2020 after selling out during the quarter.
Fairview Capital Investment Management sold 7,800 Fidelity MSCI Real Estate Index ETF shares in Q1 2020, an estimated $217K.
Fairview Capital Investment Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2018 and held it in 6 quarters.
Fairview Capital Investment Management's Fidelity MSCI Real Estate Index ETF position peaked at $404K in Q3 2018.
145 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2020.

Based on Fairview Capital Investment Management's 13F filing for Q1 2020, filed 13 May 2020.