Field & Main Bank’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Field & Main Bank’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 Q4	$846K	Buy	30,350 +1,700	+6%	+$47.1K	0.7%	49
2019 Q3	$799K	Buy	28,650 +2,450	+9%	+$66.5K	0.72%	47
2019 Q2	$686K	Buy	26,200 +1,350	+5%	+$35.3K	0.63%	52
2019 Q1	$645K	Buy	+24,850	New	+$615K	0.61%	53
2018 Q3	$612K	Sell	25,450 -175	-0.7%	-$4.34K	0.55%	59
2018 Q2	$632K	Buy	25,625 +800	+3%	+$18.7K	0.58%	61
2018 Q1	$568K	Sell	24,825 -350	-1%	-$8.09K	0.55%	61
2017 Q4	$622K	Buy	+25,175	New	+$622K	0.6%	58

Other funds holding FREL

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return