Loring Wolcott & Coolidge Fiduciary Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q4	–	Sell	-252	Closed	-$8K	–	737
2021 Q3	$8K	Hold	252	–	–	﹤0.01%	617
2021 Q2	$8K	Buy	+252	New	+$7.47K	﹤0.01%	670

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FREL Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2021, closing a stake of 252 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FREL in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 252 Fidelity MSCI Real Estate Index ETF shares in Q4 2021, an estimated $8K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $8K in Q3 2021.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.