NYLIM
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New York Life Investment Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

New York Life Investment 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
2022
Q3 		– Sell
-10,713
Closed -$291K – 1224
2022
Q2 		$291K Buy
+10,713
New +$319K ﹤0.01% 1162

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

New York Life Investment Management's FREL Position: Q3 2022 in Review

New York Life Investment Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2022, closing a stake of 10,713 shares — an estimated $291K sold.

New York Life Investment Management first reported a position in FREL in Q2 2022 and held it in 1 quarter. The position peaked at $291K in Q2 2022. 192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

  • New York Life Investment Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2022 after selling out during the quarter.
  • New York Life Investment Management sold 10,713 Fidelity MSCI Real Estate Index ETF shares in Q3 2022, an estimated $291K.
  • New York Life Investment Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2022 and held it in 1 quarter.
  • New York Life Investment Management's Fidelity MSCI Real Estate Index ETF position peaked at $291K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on New York Life Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.