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Geneva Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Geneva Partners’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
2020
Q1 		– Sell
-26,560
Closed -$740K – 62
2019
Q4 		$740K Buy
26,560
+3,717
+16% +$103K 0.51% 47
2019
Q3 		$637K Buy
22,843
+10,393
+83% +$282K 0.5% 47
2019
Q2 		$326K Buy
+12,450
New +$325K 0.26% 56

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Geneva Partners's FREL Position: Q1 2020 in Review

Geneva Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2020, closing a stake of 26,560 shares — an estimated $740K sold.

Geneva Partners first reported a position in FREL in Q2 2019 and held it in 3 quarters. The position peaked at $740K in Q4 2019. 145 funds tracked by Wall St. Rank hold FREL as of Q1 2020.

  • Geneva Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2020 after selling out during the quarter.
  • Geneva Partners sold 26,560 Fidelity MSCI Real Estate Index ETF shares in Q1 2020, an estimated $740K.
  • Geneva Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2019 and held it in 3 quarters.
  • Geneva Partners's Fidelity MSCI Real Estate Index ETF position peaked at $740K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2020.

Based on Geneva Partners's 13F filing for Q1 2020, filed 27 Apr 2020.