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Valeo Financial Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Valeo Financial 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
2019
Q3 		– Sell
-1,300
Closed -$34K – 1599
2019
Q2 		$34K Buy
+1,300
New +$34K ﹤0.01% 703

Other funds holding FREL

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Valeo Financial Advisors's FREL Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2019, closing a stake of 1,300 shares — an estimated $34K sold.

Valeo Financial Advisors first reported a position in FREL in Q2 2019 and held it in 1 quarter. The position peaked at $34K in Q2 2019. 133 funds tracked by Wall St. Rank hold FREL as of Q3 2019.

  • Valeo Financial Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,300 Fidelity MSCI Real Estate Index ETF shares in Q3 2019, an estimated $34K.
  • Valeo Financial Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $34K in Q2 2019.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.