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

Inscription 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
2020
Q1 		– Sell
-8,337
Closed -$232K – 144
2019
Q4 		$232K Hold
8,337
– – 0.1% 134
2019
Q3 		$233K Hold
8,337
– – 0.13% 130
2019
Q2 		$218K Sell
8,337
-9,944
-54% -$260K 0.16% 95
2019
Q1 		$475K Hold
18,281
– – 0.25% 69
2018
Q4 		$409K Buy
+18,281
New +$431K 0.23% 79

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 22.9% 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 $1.46B AUM 14.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Inscription Capital's FREL Position: Q1 2020 in Review

Inscription Capital sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2020, closing a stake of 8,337 shares — an estimated $232K sold.

Inscription Capital first reported a position in FREL in Q4 2018 and held it in 5 quarters. The position peaked at $475K in Q1 2019. 145 funds tracked by Wall St. Rank hold FREL as of Q1 2020.

  • Inscription Capital reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2020 after selling out during the quarter.
  • Inscription Capital sold 8,337 Fidelity MSCI Real Estate Index ETF shares in Q1 2020, an estimated $232K.
  • Inscription Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2018 and held it in 5 quarters.
  • Inscription Capital's Fidelity MSCI Real Estate Index ETF position peaked at $475K in Q1 2019.
  • 145 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2020.

Based on Inscription Capital's 13F filing for Q1 2020, filed 14 May 2020.