Mid Atlantic Financial Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$531K	Buy	17,452 +900	+5%	+$28.5K	0.04%	435
2021 Q2	$504K	Buy	16,552 +442	+3%	+$13.1K	0.03%	464
2021 Q1	$443K	Sell	16,110 -430	-3%	-$11.3K	0.03%	474
2020 Q4	$420K	Buy	16,540 +3,667	+28%	+$90.5K	0.03%	443
2020 Q3	$317K	Buy	12,873 +3,784	+42%	+$90.4K	0.03%	499
2020 Q2	$213K	Sell	9,089 -32,865	-78%	-$741K	0.02%	615
2020 Q1	$873K	Sell	41,954 -7,937	-16%	-$209K	0.1%	185
2019 Q4	$1.39M	Sell	49,891 -1,851	-4%	-$51.3K	0.13%	149
2019 Q3	$1.44M	Buy	51,742 +7,648	+17%	+$208K	0.15%	124
2019 Q2	$1.15M	Buy	44,094 +18,145	+70%	+$474K	0.12%	164
2019 Q1	$674K	Buy	25,949 +12,428	+92%	+$307K	0.07%	298
2018 Q4	$303K	Buy	+13,521	New	+$319K	0.04%	468

Other funds holding FREL

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 $52.5B AUM 27.12% 1-Year Est. Return

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

PFA

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

CNC

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

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

RWMH

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mid Atlantic Financial Management's FREL Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 5.4% in Q3 2021, buying an estimated $28.5K and bringing the position to 17,452 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #435.

Mid Atlantic Financial Management first reported a position in FREL in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.44M in Q3 2019. 183 funds tracked by Wall St. Rank hold FREL as of Q3 2021.

Mid Atlantic Financial Management held 17,452 shares of Fidelity MSCI Real Estate Index ETF worth $531K as of Q3 2021.
Mid Atlantic Financial Management bought 900 Fidelity MSCI Real Estate Index ETF shares in Q3 2021, an estimated $28.5K.
Fidelity MSCI Real Estate Index ETF made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #435 holding.
Mid Atlantic Financial Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Fidelity MSCI Real Estate Index ETF position peaked at $1.44M in Q3 2019.
183 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.