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Tradewinds Capital Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Tradewinds Capital 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
2021
Q3 		– Sell
-240
Closed -$7K – 767
2021
Q2 		$7K Buy
+240
New +$7.11K ﹤0.01% 527

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WSFS
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Thrivent Financial for Lutherans
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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
CNC
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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWMH
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tradewinds Capital Management's FREL Position: Q3 2021 in Review

Tradewinds Capital Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2021, closing a stake of 240 shares — an estimated $7K sold.

Tradewinds Capital Management first reported a position in FREL in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 183 funds tracked by Wall St. Rank hold FREL as of Q3 2021.

  • Tradewinds Capital Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2021 after selling out during the quarter.
  • Tradewinds Capital Management sold 240 Fidelity MSCI Real Estate Index ETF shares in Q3 2021, an estimated $7K.
  • Tradewinds Capital Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and held it in 1 quarter.
  • Tradewinds Capital Management's Fidelity MSCI Real Estate Index ETF position peaked at $7K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2021.

Based on Tradewinds Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.