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

Stratos 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
2018
Q1 		– Sell
-300
Closed -$7K – 3149
2017
Q4 		$7K Buy
+300
New +$7.41K ﹤0.01% 2267

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DWA
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FPGK
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Creative Planning
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Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
IWA
Independence Wealth Advisors Mclean, Virginia $44.6M AUM 23.44% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stratos Wealth Partners's FREL Position: Q1 2018 in Review

Stratos Wealth Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2018, closing a stake of 300 shares — an estimated $7K sold.

Stratos Wealth Partners first reported a position in FREL in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 64 funds tracked by Wall St. Rank hold FREL as of Q1 2018.

  • Stratos Wealth Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 300 Fidelity MSCI Real Estate Index ETF shares in Q1 2018, an estimated $7K.
  • Stratos Wealth Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's Fidelity MSCI Real Estate Index ETF position peaked at $7K in Q4 2017.
  • 64 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.