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Garde Capital’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Garde Capital’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
2017
Q4 		– Sell
-9,207
Closed -$223K – 168
2017
Q3 		$223K Hold
9,207
– – 0.04% 159
2017
Q2 		$223K Hold
9,207
– – 0.06% 122
2017
Q1 		$220K Hold
9,207
– – 0.06% 107
2016
Q4 		$216K Buy
+9,207
New +$212K 0.06% 113

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
IWA
Independence Wealth Advisors Mclean, Virginia $44.6M AUM 23.44% 1-Year Est. Return

Garde Capital's FREL Position: Q4 2017 in Review

Garde Capital sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2017, closing a stake of 9,207 shares — an estimated $223K sold.

Garde Capital first reported a position in FREL in Q4 2016 and held it in 4 quarters. The position peaked at $223K in Q3 2017. 70 funds tracked by Wall St. Rank hold FREL as of Q4 2017.

  • Garde Capital reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2017 after selling out during the quarter.
  • Garde Capital sold 9,207 Fidelity MSCI Real Estate Index ETF shares in Q4 2017, an estimated $223K.
  • Garde Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2016 and held it in 4 quarters.
  • Garde Capital's Fidelity MSCI Real Estate Index ETF position peaked at $223K in Q3 2017.
  • 70 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2017.

Based on Garde Capital's 13F filing for Q4 2017, filed 23 Feb 2018.