EP Wealth Advisors LLC Sells 391 Shares of Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL)

EP Wealth Advisors LLC lowered its position in Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL) by 2.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,131 shares of the company’s stock after selling 391 shares during the period. EP Wealth Advisors LLC’s holdings in Fidelity MSCI Real Estate Index ETF were worth $490,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Essential Planning LLC. increased its position in shares of Fidelity MSCI Real Estate Index ETF by 6,175.9% in the 4th quarter. Essential Planning LLC. now owns 7,939,810 shares of the company’s stock valued at $227,231,000 after buying an additional 7,813,298 shares in the last quarter. Lido Advisors LLC increased its holdings in Fidelity MSCI Real Estate Index ETF by 4.1% during the 4th quarter. Lido Advisors LLC now owns 1,207,751 shares of the company’s stock worth $32,633,000 after purchasing an additional 47,682 shares in the last quarter. Life Planning Partners Inc increased its holdings in Fidelity MSCI Real Estate Index ETF by 2,604.0% during the 4th quarter. Life Planning Partners Inc now owns 1,158,005 shares of the company’s stock worth $31,289,000 after purchasing an additional 1,115,180 shares in the last quarter. Commonwealth Equity Services LLC increased its holdings in Fidelity MSCI Real Estate Index ETF by 26.5% during the 4th quarter. Commonwealth Equity Services LLC now owns 566,807 shares of the company’s stock worth $15,315,000 after purchasing an additional 118,562 shares in the last quarter. Finally, Truefg LLC increased its holdings in Fidelity MSCI Real Estate Index ETF by 2.8% during the 4th quarter. Truefg LLC now owns 563,565 shares of the company’s stock worth $15,228,000 after purchasing an additional 15,103 shares in the last quarter.

Fidelity MSCI Real Estate Index ETF Trading Up 0.6%

FREL stock opened at $27.03 on Monday. The stock has a 50-day moving average price of $26.71 and a two-hundred day moving average price of $27.53. The stock has a market cap of $1.05 billion, a PE ratio of 33.25 and a beta of 1.03. Fidelity MSCI Real Estate Index ETF has a 1 year low of $23.35 and a 1 year high of $30.07.

Fidelity MSCI Real Estate Index ETF Company Profile

The Fidelity MSCI Real Estate Index ETF (FREL) is an exchange-traded fund that is based on the MSCI US IMI\u002FReal Estate 25-25 index. The fund tracks a cap-weighted index of US REIT and real estate companies across the entire market-cap spectrum. FREL was launched on Feb 2, 2015 and is managed by Fidelity.