WA
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WFG Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

WFG 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
2017
Q2 		$3K Hold
120
– – ﹤0.01% 1368
2017
Q1 		$3K Hold
120
– – ﹤0.01% 1282
2016
Q4 		$3K Sell
120
-10,038
-99% -$231K ﹤0.01% 1352
2016
Q3 		$249K Buy
+10,158
New +$255K 0.06% 310

Other funds holding FREL

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FormulaFolio Investments
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFG Advisors's FREL Position: Q2 2017 in Review

WFG Advisors held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2017 at 120 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

WFG Advisors first reported a position in FREL in Q3 2016 and has held it in 4 quarters since. The position peaked at $249K in Q3 2016. 52 funds tracked by Wall St. Rank hold FREL as of Q2 2017.

  • WFG Advisors held 120 shares of Fidelity MSCI Real Estate Index ETF worth $3K as of Q2 2017.
  • WFG Advisors left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q2 2017.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1368 holding.
  • WFG Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2016 and has held it in 4 quarters since.
  • WFG Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $249K in Q3 2016.
  • 52 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.