First Allied Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

First Allied Advisory Services’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	–	Sell	-1,645	Closed	-$46K	–	1330
2019 Q3	$46K	Buy	+1,645	New	+$44.6K	﹤0.01%	1365
2018 Q1	–	Sell	-3,203	Closed	-$80K	–	1257
2017 Q4	$80K	Buy	+3,203	New	+$79.1K	﹤0.01%	1232

Other funds holding FREL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

First Allied Advisory Services's FREL Position: Q4 2019 in Review

First Allied Advisory Services sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2019, closing a stake of 1,645 shares — an estimated $46K sold.

First Allied Advisory Services first reported a position in FREL in Q4 2017 and held it in 2 quarters. The position peaked at $80K in Q4 2017. 158 funds tracked by Wall St. Rank hold FREL as of Q4 2019.

First Allied Advisory Services reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,645 Fidelity MSCI Real Estate Index ETF shares in Q4 2019, an estimated $46K.
First Allied Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Fidelity MSCI Real Estate Index ETF position peaked at $80K in Q4 2017.
158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.