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Kore Private Wealth’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-524
Closed -$12K – 558
2020
Q2 		$12K Sell
524
-120
-19% -$2.7K ﹤0.01% 749
2020
Q1 		$13K Sell
644
-2,996
-82% -$79K ﹤0.01% 654
2019
Q4 		$101K Buy
+3,640
New +$101K 0.02% 371
2019
Q1 		– Sell
-3,585
Closed -$80K – 932
2018
Q4 		$80K Buy
+3,585
New +$84.5K 0.02% 296

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Kore Private Wealth's FREL Position: Q3 2020 in Review

Kore Private Wealth sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2020, closing a stake of 524 shares — an estimated $12K sold.

Kore Private Wealth first reported a position in FREL in Q4 2018 and held it in 4 quarters. The position peaked at $101K in Q4 2019. 142 funds tracked by Wall St. Rank hold FREL as of Q3 2020.

  • Kore Private Wealth reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 524 Fidelity MSCI Real Estate Index ETF shares in Q3 2020, an estimated $12K.
  • Kore Private Wealth first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2018 and held it in 4 quarters.
  • Kore Private Wealth's Fidelity MSCI Real Estate Index ETF position peaked at $101K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.