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Regal Investment Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Regal Investment Advisors’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
Q3 		– Sell
-10,401
Closed -$255K – 328
2018
Q2 		$255K Sell
10,401
-4,731
-31% -$111K 0.08% 228
2018
Q1 		$346K Sell
15,132
-243
-2% -$5.61K 0.08% 211
2017
Q4 		$380K Buy
+15,375
New +$380K 0.08% 203

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 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
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regal Investment Advisors's FREL Position: Q3 2018 in Review

Regal Investment Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2018, closing a stake of 10,401 shares — an estimated $255K sold.

Regal Investment Advisors first reported a position in FREL in Q4 2017 and held it in 3 quarters. The position peaked at $380K in Q4 2017. 84 funds tracked by Wall St. Rank hold FREL as of Q3 2018.

  • Regal Investment Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 10,401 Fidelity MSCI Real Estate Index ETF shares in Q3 2018, an estimated $255K.
  • Regal Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and held it in 3 quarters.
  • Regal Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $380K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2018.

Based on Regal Investment Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.