MWM
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MBE Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

MBE Wealth Management’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
Q2 		– Sell
-1,749
Closed -$36K – 215
2020
Q1 		$36K Buy
+1,749
New +$46.1K 0.03% 154

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

MBE Wealth Management's FREL Position: Q2 2020 in Review

MBE Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2020, closing a stake of 1,749 shares — an estimated $36K sold.

MBE Wealth Management first reported a position in FREL in Q1 2020 and held it in 1 quarter. The position peaked at $36K in Q1 2020. 140 funds tracked by Wall St. Rank hold FREL as of Q2 2020.

  • MBE Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,749 Fidelity MSCI Real Estate Index ETF shares in Q2 2020, an estimated $36K.
  • MBE Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $36K in Q1 2020.
  • 140 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.