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

JFS 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
Q1 		– Sell
-451
Closed -$11K – 540
2017
Q4 		$11K Buy
451
+45
+11% +$1.11K ﹤0.01% 374
2017
Q3 		$10K Buy
406
+18
+5% +$439 ﹤0.01% 368
2017
Q2 		$9K Buy
+388
New +$9.37K ﹤0.01% 344

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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
IWA
Independence Wealth Advisors Mclean, Virginia $44.6M AUM 23.44% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JFS Wealth Advisors's FREL Position: Q1 2018 in Review

JFS Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2018, closing a stake of 451 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in FREL in Q2 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 64 funds tracked by Wall St. Rank hold FREL as of Q1 2018.

  • JFS Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 451 Fidelity MSCI Real Estate Index ETF shares in Q1 2018, an estimated $11K.
  • JFS Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2017 and held it in 3 quarters.
  • JFS Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $11K in Q4 2017.
  • 64 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2018.

Based on JFS Wealth Advisors's 13F filing for Q1 2018, filed 26 Apr 2018.