MCIA
FREL icon

Mountain Capital Investment Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-4,787
Closed -$116K – 166
2017
Q3 		$116K Buy
4,787
+4,301
+885% +$105K 0.1% 60
2017
Q2 		$12K Buy
+486
New +$11.7K 0.01% 276

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
IWA
Independence Wealth Advisors Mclean, Virginia $44.6M AUM 23.44% 1-Year Est. Return

Mountain Capital Investment Advisors's FREL Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2017, closing a stake of 4,787 shares — an estimated $116K sold.

Mountain Capital Investment Advisors first reported a position in FREL in Q2 2017 and held it in 2 quarters. The position peaked at $116K in Q3 2017. 70 funds tracked by Wall St. Rank hold FREL as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 4,787 Fidelity MSCI Real Estate Index ETF shares in Q4 2017, an estimated $116K.
  • Mountain Capital Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $116K in Q3 2017.
  • 70 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.