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Independence Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Independence Wealth 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
2018
Q2 		– Sell
-153,394
Closed -$3.51M – 22
2018
Q1 		$3.51M Buy
153,394
+26,581
+21% +$614K 3.24% 14
2017
Q4 		$3.13M Buy
+126,813
New +$3.13M 2.86% 16

Other funds holding FREL

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Independence Wealth Advisors's FREL Position: Q2 2018 in Review

Independence Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2018, closing a stake of 153,394 shares — an estimated $3.51M sold.

Independence Wealth Advisors first reported a position in FREL in Q4 2017 and held it in 2 quarters. The position peaked at $3.51M in Q1 2018. 73 funds tracked by Wall St. Rank hold FREL as of Q2 2018.

  • Independence Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2018 after selling out during the quarter.
  • Independence Wealth Advisors sold 153,394 Fidelity MSCI Real Estate Index ETF shares in Q2 2018, an estimated $3.51M.
  • Independence Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and held it in 2 quarters.
  • Independence Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $3.51M in Q1 2018.
  • 73 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2018.

Based on Independence Wealth Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.