PWM
FREL icon

Patriot Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Patriot Wealth 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
2018
Q4 		$11.3M Sell
504,115
-11,726
-2% -$276K 1.65% 15
2018
Q3 		$12.4M Buy
515,841
+12,077
+2% +$299K 1.57% 17
2018
Q2 		$12.4M Buy
+503,764
New +$11.8M 1.7% 15

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Patriot Wealth Management's FREL Position: Q4 2018 in Review

Patriot Wealth Management reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2.3% in Q4 2018, selling an estimated $276K and leaving 504,115 shares worth $11.3M. The position accounts for 1.65% of the portfolio, ranked #15.

Patriot Wealth Management first reported a position in FREL in Q2 2018 and has held it in 3 quarters since. The position peaked at $12.4M in Q3 2018. 92 funds tracked by Wall St. Rank hold FREL as of Q4 2018.

  • Patriot Wealth Management held 504,115 shares of Fidelity MSCI Real Estate Index ETF worth $11.3M as of Q4 2018.
  • Patriot Wealth Management sold 11,726 Fidelity MSCI Real Estate Index ETF shares in Q4 2018, an estimated $276K.
  • Fidelity MSCI Real Estate Index ETF made up 1.65% of Patriot Wealth Management's portfolio in Q4 2018, its #15 holding.
  • Patriot Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2018 and has held it in 3 quarters since.
  • Patriot Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $12.4M in Q3 2018.
  • 92 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.