TIA
FREL icon

Traphagen Investment Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Traphagen Investment Advisors’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
Q3 		– Sell
-281,133
Closed -$6.57M – 141
2020
Q2 		$6.57M Buy
281,133
+15,618
+6% +$352K 1.49% 18
2020
Q1 		$5.52M Buy
+265,515
New +$7M 1.48% 18

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 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Traphagen Investment Advisors's FREL Position: Q3 2020 in Review

Traphagen Investment Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2020, closing a stake of 281,133 shares — an estimated $6.57M sold.

Traphagen Investment Advisors first reported a position in FREL in Q1 2020 and held it in 2 quarters. The position peaked at $6.57M in Q2 2020. 142 funds tracked by Wall St. Rank hold FREL as of Q3 2020.

  • Traphagen Investment Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2020 after selling out during the quarter.
  • Traphagen Investment Advisors sold 281,133 Fidelity MSCI Real Estate Index ETF shares in Q3 2020, an estimated $6.57M.
  • Traphagen Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and held it in 2 quarters.
  • Traphagen Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $6.57M in Q2 2020.
  • 142 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2020.

Based on Traphagen Investment Advisors's 13F filing for Q3 2020, filed 17 Jun 2024.