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Adirondack Trust Company’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Adirondack Trust Company’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-732
Closed -$29K – 352
2019
Q2 		$29K Buy
+732
New +$28.5K 0.02% 198

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Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Adirondack Trust Company's FIDU Position: Q3 2019 in Review

Adirondack Trust Company sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2019, closing a stake of 732 shares — an estimated $29K sold.

Adirondack Trust Company first reported a position in FIDU in Q2 2019 and held it in 1 quarter. The position peaked at $29K in Q2 2019. 89 funds tracked by Wall St. Rank hold FIDU as of Q3 2019.

  • Adirondack Trust Company reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2019 after selling out during the quarter.
  • Adirondack Trust Company sold 732 Fidelity MSCI Industrials Index ETF shares in Q3 2019, an estimated $29K.
  • Adirondack Trust Company first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2019 and held it in 1 quarter.
  • Adirondack Trust Company's Fidelity MSCI Industrials Index ETF position peaked at $29K in Q2 2019.
  • 89 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2019.

Based on Adirondack Trust Company's 13F filing for Q3 2019, filed 9 Oct 2019.