HCA
FREL icon

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

Harbour Capital Advisors’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
2023
Q4 		– Sell
-13,086
Closed -$298K – 276
2023
Q3 		$298K Sell
13,086
-60
-0.5% -$1.48K 0.09% 201
2023
Q2 		$333K Sell
13,146
-3,827
-23% -$93.9K 0.1% 187
2023
Q1 		$421K Buy
+16,973
New +$438K 0.13% 153

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Harbour Capital Advisors's FREL Position: Q4 2023 in Review

Harbour Capital Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2023, closing a stake of 13,086 shares — an estimated $298K sold.

Harbour Capital Advisors first reported a position in FREL in Q1 2023 and held it in 3 quarters. The position peaked at $421K in Q1 2023. 205 funds tracked by Wall St. Rank hold FREL as of Q4 2023.

  • Harbour Capital Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2023 after selling out during the quarter.
  • Harbour Capital Advisors sold 13,086 Fidelity MSCI Real Estate Index ETF shares in Q4 2023, an estimated $298K.
  • Harbour Capital Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2023 and held it in 3 quarters.
  • Harbour Capital Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $421K in Q1 2023.
  • 205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2023.

Based on Harbour Capital Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.