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Private Capital Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Private Capital 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
2019
Q3 		– Sell
-9,476
Closed -$233K – 2321
2019
Q2 		$233K Buy
+9,476
New +$248K 0.05% 205
2018
Q3 		– Sell
-9,476
Closed -$232K – 2225
2018
Q2 		$232K Buy
9,476
+94
+1% +$2.2K 0.05% 220
2018
Q1 		$215K Buy
9,382
+106
+1% +$2.45K 0.05% 229
2017
Q4 		$229K Buy
+9,276
New +$229K 0.05% 216

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Private Capital Group's FREL Position: Q3 2019 in Review

Private Capital Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2019, closing a stake of 9,476 shares — an estimated $233K sold.

Private Capital Group first reported a position in FREL in Q4 2017 and held it in 4 quarters. The position peaked at $233K in Q2 2019. 133 funds tracked by Wall St. Rank hold FREL as of Q3 2019.

  • Private Capital Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2019 after selling out during the quarter.
  • Private Capital Group sold 9,476 Fidelity MSCI Real Estate Index ETF shares in Q3 2019, an estimated $233K.
  • Private Capital Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and held it in 4 quarters.
  • Private Capital Group's Fidelity MSCI Real Estate Index ETF position peaked at $233K in Q2 2019.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.