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LVZ Inc’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

LVZ Inc’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
Q1 		– Sell
-31,461
Closed -$798K – 114
2020
Q4 		$798K Buy
31,461
+4,989
+19% +$123K 0.13% 42
2020
Q3 		$622K Buy
26,472
+3,645
+16% +$87.1K 0.13% 41
2020
Q2 		$534K Buy
22,827
+1,797
+9% +$40.5K 0.12% 50
2020
Q1 		$437K Buy
+21,030
New +$554K 0.11% 46

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
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc's FREL Position: Q1 2021 in Review

LVZ Inc sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2021, closing a stake of 31,461 shares — an estimated $798K sold.

LVZ Inc first reported a position in FREL in Q1 2020 and held it in 4 quarters. The position peaked at $798K in Q4 2020. 158 funds tracked by Wall St. Rank hold FREL as of Q1 2021.

  • LVZ Inc reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2021 after selling out during the quarter.
  • LVZ Inc sold 31,461 Fidelity MSCI Real Estate Index ETF shares in Q1 2021, an estimated $798K.
  • LVZ Inc first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and held it in 4 quarters.
  • LVZ Inc's Fidelity MSCI Real Estate Index ETF position peaked at $798K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2021.

Based on LVZ Inc's 13F filing for Q1 2021, filed 8 Apr 2021.