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	–	2227
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	$229	Buy	+9,276	New	+$229K	0.05%	216

Other funds holding FREL

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return