SXL
FREL icon

Summit X LLC’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Summit X LLC’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
Q1 		– Sell
-32,484
Closed -$906K – 224
2019
Q4 		$906K Buy
32,484
+679
+2% +$18.8K 0.34% 77
2019
Q3 		$887K Sell
31,805
-741
-2% -$20.1K 0.36% 77
2019
Q2 		$843K Buy
32,546
+7,117
+28% +$186K 0.34% 77
2019
Q1 		$661K Buy
+25,429
New +$629K 0.28% 94

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Summit X LLC's FREL Position: Q1 2020 in Review

Summit X LLC sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2020, closing a stake of 32,484 shares — an estimated $906K sold.

Summit X LLC first reported a position in FREL in Q1 2019 and held it in 4 quarters. The position peaked at $906K in Q4 2019. 145 funds tracked by Wall St. Rank hold FREL as of Q1 2020.

  • Summit X LLC reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2020 after selling out during the quarter.
  • Summit X LLC sold 32,484 Fidelity MSCI Real Estate Index ETF shares in Q1 2020, an estimated $906K.
  • Summit X LLC first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 4 quarters.
  • Summit X LLC's Fidelity MSCI Real Estate Index ETF position peaked at $906K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2020.

Based on Summit X LLC's 13F filing for Q1 2020, filed 13 May 2020.