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Seaview Investment Managers’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Seaview Investment Managers’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
-1,475
Closed -$37K – 97
2020
Q4 		$37K Buy
1,475
+340
+30% +$8.39K 0.03% 77
2020
Q3 		$26K Buy
+1,135
New +$27.1K 0.02% 76

Other funds holding FREL

PNC Financial Services Group
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
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
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Seaview Investment Managers's FREL Position: Q1 2021 in Review

Seaview Investment Managers sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2021, closing a stake of 1,475 shares — an estimated $37K sold.

Seaview Investment Managers first reported a position in FREL in Q3 2020 and held it in 2 quarters. The position peaked at $37K in Q4 2020. 158 funds tracked by Wall St. Rank hold FREL as of Q1 2021.

  • Seaview Investment Managers reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2021 after selling out during the quarter.
  • Seaview Investment Managers sold 1,475 Fidelity MSCI Real Estate Index ETF shares in Q1 2021, an estimated $37K.
  • Seaview Investment Managers first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and held it in 2 quarters.
  • Seaview Investment Managers's Fidelity MSCI Real Estate Index ETF position peaked at $37K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2021.

Based on Seaview Investment Managers's 13F filing for Q1 2021, filed 7 May 2021.