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

MCF 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 Q1	–	Sell	-18	Closed	–	–	560
2020 Q4	$0	Hold	18	–	–	﹤0.01%	472
2020 Q3	$0	Hold	18	–	–	﹤0.01%	477
2020 Q2	$0	Buy	18 +3	+20%	+$68	﹤0.01%	484
2020 Q1	$0	Sell	15 -274	-95%	-$7.22K	﹤0.01%	465
2019 Q4	$8K	Sell	289 -7	-2%	-$194	﹤0.01%	378
2019 Q3	$8K	Hold	296	–	–	﹤0.01%	371
2019 Q2	$8K	Sell	296 -16	-5%	-$418	﹤0.01%	363
2019 Q1	$8K	Buy	312 +5	+2%	+$124	﹤0.01%	359
2018 Q4	$7K	Buy	307 +273	+803%	+$6.44K	﹤0.01%	374
2018 Q3	$1K	Hold	34	–	–	﹤0.01%	458
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	422
2018 Q1	$1K	Hold	34	–	–	﹤0.01%	435
2017 Q4	$1K	Buy	34 +8	+31%	+$198	﹤0.01%	446
2017 Q3	$1K	Buy	+26	New	+$634	﹤0.01%	473

Other funds holding FREL

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 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 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCF Advisors's FREL Position: Q1 2021 in Review

MCF Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2021, closing a stake of 18 shares.

MCF Advisors first reported a position in FREL in Q3 2017 and held it in 14 quarters. The position peaked at $8K in Q4 2019. 158 funds tracked by Wall St. Rank hold FREL as of Q1 2021.

MCF Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2021 after selling out during the quarter.
MCF Advisors sold 18 Fidelity MSCI Real Estate Index ETF shares in Q1 2021.
MCF Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2017 and held it in 14 quarters.
MCF Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $8K in Q4 2019.
158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2021.

Based on MCF Advisors's 13F filing for Q1 2021, filed 13 May 2021.