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

Vantage 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
2018
Q3 		$9K Sell
374
-26
-7% -$644 ﹤0.01% 550
2018
Q2 		$10K Buy
+400
New +$9.37K ﹤0.01% 533

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 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
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vantage Investment Advisors's FREL Position: Q3 2018 in Review

Vantage Investment Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 6.5% in Q3 2018, selling an estimated $644 and leaving 374 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Vantage Investment Advisors first reported a position in FREL in Q2 2018 and has held it in 2 quarters since. The position peaked at $10K in Q2 2018. 84 funds tracked by Wall St. Rank hold FREL as of Q3 2018.

  • Vantage Investment Advisors held 374 shares of Fidelity MSCI Real Estate Index ETF worth $9K as of Q3 2018.
  • Vantage Investment Advisors sold 26 Fidelity MSCI Real Estate Index ETF shares in Q3 2018, an estimated $644.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #550 holding.
  • Vantage Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2018 and has held it in 2 quarters since.
  • Vantage Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $10K in Q2 2018.
  • 84 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.