Accurate Investment Solutions’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Accurate Investment Solutions’s Portfolio FDRR Stock Details FDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-611	Closed	-$19K	–	416
2018 Q2	$19K	Buy	611 +60	+11%	+$1.82K	0.01%	214
2018 Q1	$16K	Buy	551 +10	+2%	+$311	0.01%	219
2017 Q4	$17K	Buy	541 +16	+3%	+$479	0.01%	210
2017 Q3	$15K	Buy	+525	New	+$15K	0.01%	230

Other funds holding FDRR

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accurate Investment Solutions's FDRR Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2018, closing a stake of 611 shares — an estimated $19K sold.

Accurate Investment Solutions first reported a position in FDRR in Q3 2017 and held it in 4 quarters. The position peaked at $19K in Q2 2018. 50 funds tracked by Wall St. Rank hold FDRR as of Q3 2018.

Accurate Investment Solutions reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2018 after selling out during the quarter.
Accurate Investment Solutions sold 611 Fidelity Dividend ETF for Rising Rates shares in Q3 2018, an estimated $19K.
Accurate Investment Solutions first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2017 and held it in 4 quarters.
Accurate Investment Solutions's Fidelity Dividend ETF for Rising Rates position peaked at $19K in Q2 2018.
50 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.