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Financial Partners Group (Kansas)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Financial Partners Group (Kansas)’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
Q2 		– Sell
-223,301
Closed -$5.8M – 79
2019
Q1 		$5.8M Sell
223,301
-10,804
-5% -$267K 3.14% 12
2018
Q4 		$5.24M Sell
234,105
-34,518
-13% -$814K 3.41% 11
2018
Q3 		$6.47M Sell
268,623
-12,108
-4% -$300K 4.21% 8
2018
Q2 		$6.89M Buy
280,731
+44,631
+19% +$1.04M 5.05% 6
2018
Q1 		$5.4M Buy
236,100
+41,883
+22% +$968K 4.24% 7
2017
Q4 		$4.8M Buy
+194,217
New +$4.8M 3.78% 10

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
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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Financial Partners Group (Kansas)'s FREL Position: Q2 2019 in Review

Financial Partners Group (Kansas) sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2019, closing a stake of 223,301 shares — an estimated $5.8M sold.

Financial Partners Group (Kansas) first reported a position in FREL in Q4 2017 and held it in 6 quarters. The position peaked at $6.89M in Q2 2018. 121 funds tracked by Wall St. Rank hold FREL as of Q2 2019.

  • Financial Partners Group (Kansas) reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2019 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 223,301 Fidelity MSCI Real Estate Index ETF shares in Q2 2019, an estimated $5.8M.
  • Financial Partners Group (Kansas) first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and held it in 6 quarters.
  • Financial Partners Group (Kansas)'s Fidelity MSCI Real Estate Index ETF position peaked at $6.89M in Q2 2018.
  • 121 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2019.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2019, filed 15 Aug 2019.