WEC
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Winslow Evans & Crocker’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Winslow Evans & Crocker’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
Q4 		$3K Hold
125
– – ﹤0.01% 1179
2020
Q3 		$3K Hold
125
– – ﹤0.01% 947
2020
Q2 		$3K Sell
125
-1
-0.8% -$23 ﹤0.01% 975
2020
Q1 		$4K Buy
+126
New +$3.32K ﹤0.01% 899

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 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 $52.5B AUM 27.12% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Winslow Evans & Crocker's FREL Position: Q4 2020 in Review

Winslow Evans & Crocker held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q4 2020 at 125 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Winslow Evans & Crocker first reported a position in FREL in Q1 2020 and has held it in 4 quarters since. The position peaked at $4K in Q1 2020. 154 funds tracked by Wall St. Rank hold FREL as of Q4 2020.

  • Winslow Evans & Crocker held 125 shares of Fidelity MSCI Real Estate Index ETF worth $3K as of Q4 2020.
  • Winslow Evans & Crocker left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q4 2020.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1179 holding.
  • Winslow Evans & Crocker first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and has held it in 4 quarters since.
  • Winslow Evans & Crocker's Fidelity MSCI Real Estate Index ETF position peaked at $4K in Q1 2020.
  • 154 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.