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Strategic Wealth Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Strategic Wealth Partners’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
Q4 		– Sell
-266
Closed -$7.44K – 261
2019
Q3 		$7.44K Buy
266
+1
+0.4% +$27 0.04% 157
2019
Q2 		$7K Buy
265
+3
+1% +$78 ﹤0.01% 600
2019
Q1 		$7K Buy
+262
New +$6.48K ﹤0.01% 590

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
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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Strategic Wealth Partners's FREL Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2019, closing a stake of 266 shares — an estimated $7.44K sold.

Strategic Wealth Partners first reported a position in FREL in Q1 2019 and held it in 3 quarters. The position peaked at $7.44K in Q3 2019. 158 funds tracked by Wall St. Rank hold FREL as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 266 Fidelity MSCI Real Estate Index ETF shares in Q4 2019, an estimated $7.44K.
  • Strategic Wealth Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 3 quarters.
  • Strategic Wealth Partners's Fidelity MSCI Real Estate Index ETF position peaked at $7.44K in Q3 2019.
  • 158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.