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Independence Bank of Kentucky’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Independence Bank of Kentucky’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
Q3 		– Sell
-2,000
Closed -$50.2K – 496
2023
Q2 		$50.2K Buy
+2,000
New +$49.1K 0.02% 286

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RWMH
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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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Independence Bank of Kentucky's FREL Position: Q3 2023 in Review

Independence Bank of Kentucky sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2023, closing a stake of 2,000 shares — an estimated $50.2K sold.

Independence Bank of Kentucky first reported a position in FREL in Q2 2023 and held it in 1 quarter. The position peaked at $50.2K in Q2 2023. 178 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

  • Independence Bank of Kentucky reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2023 after selling out during the quarter.
  • Independence Bank of Kentucky sold 2,000 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $50.2K.
  • Independence Bank of Kentucky first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2023 and held it in 1 quarter.
  • Independence Bank of Kentucky's Fidelity MSCI Real Estate Index ETF position peaked at $50.2K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

Based on Independence Bank of Kentucky's 13F filing for Q3 2023, filed 16 Oct 2023.