Personal CFO Solutions’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Personal CFO Solutions’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
2021 Q1	–	Sell	-51,027	Closed	-$1.29M	–	420
2020 Q4	$1.29M	Sell	51,027 -570	-1%	-$14.1K	0.32%	68
2020 Q3	$1M	Sell	51,597 -34,850	-40%	-$833K	0.33%	74
2020 Q2	$2.02M	Buy	86,447 +6,829	+9%	+$154K	0.6%	38
2020 Q1	$1.66M	Buy	+79,618	New	+$2.1M	0.59%	37

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Personal CFO Solutions's FREL Position: Q1 2021 in Review

Personal CFO Solutions sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2021, closing a stake of 51,027 shares — an estimated $1.29M sold.

Personal CFO Solutions first reported a position in FREL in Q1 2020 and held it in 4 quarters. The position peaked at $2.02M in Q2 2020. 158 funds tracked by Wall St. Rank hold FREL as of Q1 2021.

Personal CFO Solutions reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2021 after selling out during the quarter.
Personal CFO Solutions sold 51,027 Fidelity MSCI Real Estate Index ETF shares in Q1 2021, an estimated $1.29M.
Personal CFO Solutions first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and held it in 4 quarters.
Personal CFO Solutions's Fidelity MSCI Real Estate Index ETF position peaked at $2.02M in Q2 2020.
158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2021.

Based on Personal CFO Solutions's 13F filing for Q1 2021, filed 21 Apr 2021.