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

FDx 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
2018
Q3 		– Sell
-20,565
Closed -$505K – 899
2018
Q2 		$505K Buy
+20,565
New +$481K 0.02% 539
2018
Q1 		– Sell
-12,665
Closed -$313K – 1194
2017
Q4 		$313K Sell
12,665
-3,139
-20% -$77.5K 0.01% 1016
2017
Q3 		$383K Buy
15,804
+86
+0.5% +$2.1K 0.01% 934
2017
Q2 		$381K Buy
15,718
+952
+6% +$23K 0.01% 881
2017
Q1 		$353K Buy
+14,766
New +$350K 0.01% 916

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 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
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDx Advisors's FREL Position: Q3 2018 in Review

FDx Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2018, closing a stake of 20,565 shares — an estimated $505K sold.

FDx Advisors first reported a position in FREL in Q1 2017 and held it in 5 quarters. The position peaked at $505K in Q2 2018. 84 funds tracked by Wall St. Rank hold FREL as of Q3 2018.

  • FDx Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2018 after selling out during the quarter.
  • FDx Advisors sold 20,565 Fidelity MSCI Real Estate Index ETF shares in Q3 2018, an estimated $505K.
  • FDx Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2017 and held it in 5 quarters.
  • FDx Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $505K in Q2 2018.
  • 84 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.