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Sonora Investment Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Sonora Investment Management’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
2020
Q4 		– Sell
-182
Closed -$4K – 1717
2020
Q3 		$4K Buy
+182
New +$4.35K ﹤0.01% 1516

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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sonora Investment Management's FREL Position: Q4 2020 in Review

Sonora Investment Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2020, closing a stake of 182 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in FREL in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 154 funds tracked by Wall St. Rank hold FREL as of Q4 2020.

  • Sonora Investment Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 182 Fidelity MSCI Real Estate Index ETF shares in Q4 2020, an estimated $4K.
  • Sonora Investment Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and held it in 1 quarter.
  • Sonora Investment Management's Fidelity MSCI Real Estate Index ETF position peaked at $4K in Q3 2020.
  • 154 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.