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River Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-697
Closed -$16K – 268
2018
Q4 		$16K Sell
697
-96
-12% -$2.26K 0.01% 364
2018
Q3 		$19K Buy
793
+157
+25% +$3.89K 0.01% 380
2018
Q2 		$16K Buy
+636
New +$14.9K 0.01% 389

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

River Wealth Advisors's FREL Position: Q1 2019 in Review

River Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2019, closing a stake of 697 shares — an estimated $16K sold.

River Wealth Advisors first reported a position in FREL in Q2 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 102 funds tracked by Wall St. Rank hold FREL as of Q1 2019.

  • River Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 697 Fidelity MSCI Real Estate Index ETF shares in Q1 2019, an estimated $16K.
  • River Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $19K in Q3 2018.
  • 102 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.