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P.J. Schmidt Investment Management (PJS)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
-18,112
Closed -$505K – 122
2019
Q4 		$505K Buy
18,112
+1,018
+6% +$28.2K 0.14% 96
2019
Q3 		$477K Buy
17,094
+1,668
+11% +$45.3K 0.14% 95
2019
Q2 		$404K Buy
+15,426
New +$403K 0.12% 108

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 $71.6B AUM 21.08% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $374B AUM 17.66% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 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 $49.2B AUM 14.31% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s FREL Position: Q1 2020 in Review

P.J. Schmidt Investment Management (PJS) sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2020, closing a stake of 18,112 shares — an estimated $505K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in FREL in Q2 2019 and held it in 3 quarters. The position peaked at $505K in Q4 2019. 146 funds tracked by Wall St. Rank hold FREL as of Q1 2020.

  • P.J. Schmidt Investment Management (PJS) reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2020 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 18,112 Fidelity MSCI Real Estate Index ETF shares in Q1 2020, an estimated $505K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2019 and held it in 3 quarters.
  • P.J. Schmidt Investment Management (PJS)'s Fidelity MSCI Real Estate Index ETF position peaked at $505K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2020.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2020, filed 20 Apr 2020.