FMB
FREL icon

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

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
Commonwealth Equity Services
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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Field & Main Bank's FREL Position: Q4 2019 in Review

Field & Main Bank increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 5.9% in Q4 2019, buying an estimated $47.1K and bringing the position to 30,350 shares worth $846K. The position accounts for 0.7% of the portfolio, ranked #49.

Field & Main Bank first reported a position in FREL in Q4 2017 and has held it in 8 quarters since. 158 funds tracked by Wall St. Rank hold FREL as of Q4 2019.

  • Field & Main Bank held 30,350 shares of Fidelity MSCI Real Estate Index ETF worth $846K as of Q4 2019.
  • Field & Main Bank bought 1,700 Fidelity MSCI Real Estate Index ETF shares in Q4 2019, an estimated $47.1K.
  • Fidelity MSCI Real Estate Index ETF made up 0.7% of Field & Main Bank's portfolio in Q4 2019, its #49 holding.
  • Field & Main Bank first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and has held it in 8 quarters since.
  • 158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2019.

Based on Field & Main Bank's 13F filing for Q4 2019, filed 3 Feb 2020.