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Whalerock Point Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Whalerock Point Partners’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
Q1 		– Sell
-13,350
Closed -$330K – 197
2017
Q4 		$330K Buy
13,350
+391
+3% +$9.66K 0.1% 140
2017
Q3 		$314K Buy
+12,959
New +$316K 0.11% 124

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DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
IWA
Independence Wealth Advisors Mclean, Virginia $44.6M AUM 23.44% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Whalerock Point Partners's FREL Position: Q1 2018 in Review

Whalerock Point Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2018, closing a stake of 13,350 shares — an estimated $330K sold.

Whalerock Point Partners first reported a position in FREL in Q3 2017 and held it in 2 quarters. The position peaked at $330K in Q4 2017. 64 funds tracked by Wall St. Rank hold FREL as of Q1 2018.

  • Whalerock Point Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2018 after selling out during the quarter.
  • Whalerock Point Partners sold 13,350 Fidelity MSCI Real Estate Index ETF shares in Q1 2018, an estimated $330K.
  • Whalerock Point Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2017 and held it in 2 quarters.
  • Whalerock Point Partners's Fidelity MSCI Real Estate Index ETF position peaked at $330K in Q4 2017.
  • 64 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2018.

Based on Whalerock Point Partners's 13F filing for Q1 2018, filed 5 Apr 2018.