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MKD Wealth Coaches’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

MKD Wealth Coaches’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
Q1 		– Sell
-29,133
Closed -$812K – 45
2019
Q4 		$812K Sell
29,133
-1,103
-4% -$30.6K 0.69% 23
2019
Q3 		$844K Buy
30,236
+154
+0.5% +$4.18K 0.88% 19
2019
Q2 		$788K Sell
30,082
-706
-2% -$18.5K 0.7% 22
2019
Q1 		$800K Buy
30,788
+474
+2% +$11.7K 0.81% 20
2018
Q4 		$679K Buy
+30,314
New +$715K 0.8% 26

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MKD Wealth Coaches's FREL Position: Q1 2020 in Review

MKD Wealth Coaches sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2020, closing a stake of 29,133 shares — an estimated $812K sold.

MKD Wealth Coaches first reported a position in FREL in Q4 2018 and held it in 5 quarters. The position peaked at $844K in Q3 2019. 145 funds tracked by Wall St. Rank hold FREL as of Q1 2020.

  • MKD Wealth Coaches reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2020 after selling out during the quarter.
  • MKD Wealth Coaches sold 29,133 Fidelity MSCI Real Estate Index ETF shares in Q1 2020, an estimated $812K.
  • MKD Wealth Coaches first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2018 and held it in 5 quarters.
  • MKD Wealth Coaches's Fidelity MSCI Real Estate Index ETF position peaked at $844K in Q3 2019.
  • 145 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2020.

Based on MKD Wealth Coaches's 13F filing for Q1 2020, filed 12 May 2020.