180 Wealth Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

180 Wealth Advisors’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,414	Closed	-$236K	–	271
2019 Q3	$236K	Sell	7,414 -2,373	-24%	-$76.2K	0.1%	221
2019 Q2	$317K	Sell	9,787 -1,299	-12%	-$41.3K	0.14%	174
2019 Q1	$346K	Sell	11,086 -3,954	-26%	-$121K	0.16%	165
2018 Q4	$505K	Sell	15,040 -400	-3%	-$12.2K	0.24%	128
2018 Q3	$518K	Sell	15,440 -940	-6%	-$32.2K	0.24%	126
2018 Q2	$552K	Buy	16,380 +4,788	+41%	+$163K	0.27%	113
2018 Q1	$384K	Buy	11,592 +4,280	+59%	+$150K	0.2%	136
2017 Q4	$256K	Buy	+7,312	New	+$250K	0.13%	189

Other funds holding FMAT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BFM

Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

180 Wealth Advisors's FMAT Position: Q4 2019 in Review

180 Wealth Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2019, closing a stake of 7,414 shares — an estimated $236K sold.

180 Wealth Advisors first reported a position in FMAT in Q4 2017 and held it in 8 quarters. The position peaked at $552K in Q2 2018. 67 funds tracked by Wall St. Rank hold FMAT as of Q4 2019.

180 Wealth Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2019 after selling out during the quarter.
180 Wealth Advisors sold 7,414 Fidelity MSCI Materials Index ETF shares in Q4 2019, an estimated $236K.
180 Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2017 and held it in 8 quarters.
180 Wealth Advisors's Fidelity MSCI Materials Index ETF position peaked at $552K in Q2 2018.
67 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2019.

Based on 180 Wealth Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.