OFG
FREL icon

Omega Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Omega Financial Group’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
-11,071
Closed -$308K – 55
2019
Q4 		$308K Sell
11,071
-58
-0.5% -$1.61K 0.2% 55
2019
Q3 		$310K Sell
11,129
-1,823
-14% -$49.5K 0.22% 55
2019
Q2 		$339K Sell
12,952
-3
-0% -$78 0.25% 54
2019
Q1 		$336K Sell
12,955
-432
-3% -$10.7K 0.25% 55
2018
Q4 		$300K Buy
+13,387
New +$316K 0.26% 53

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

Omega Financial Group's FREL Position: Q1 2020 in Review

Omega Financial Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2020, closing a stake of 11,071 shares — an estimated $308K sold.

Omega Financial Group first reported a position in FREL in Q4 2018 and held it in 5 quarters. The position peaked at $339K in Q2 2019. 145 funds tracked by Wall St. Rank hold FREL as of Q1 2020.

  • Omega Financial Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2020 after selling out during the quarter.
  • Omega Financial Group sold 11,071 Fidelity MSCI Real Estate Index ETF shares in Q1 2020, an estimated $308K.
  • Omega Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2018 and held it in 5 quarters.
  • Omega Financial Group's Fidelity MSCI Real Estate Index ETF position peaked at $339K in Q2 2019.
  • 145 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2020.

Based on Omega Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.