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Advantage Investment Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Advantage Investment Management’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,344
Closed -$46K – 939
2019
Q1 		$46K Sell
1,344
-21,932
-94% -$708K 0.04% 361
2018
Q4 		$710K Buy
23,276
+2,440
+12% +$79.7K 0.54% 37
2018
Q3 		$678K Sell
20,836
-375
-2% -$12.2K 0.44% 41
2018
Q2 		$662K Sell
21,211
-169
-0.8% -$5.19K 0.48% 41
2018
Q1 		$678K Buy
21,380
+4,142
+24% +$138K 0.26% 86
2017
Q4 		$591K Buy
17,238
+133
+0.8% +$4.39K 0.18% 104
2017
Q3 		$554K Buy
17,105
+2,784
+19% +$91.8K 0.18% 99
2017
Q2 		$473K Buy
14,321
+241
+2% +$8.06K 0.17% 105
2017
Q1 		$463K Sell
14,080
-96
-0.7% -$3.1K 0.18% 99
2016
Q4 		$442K Hold
14,176
– – 0.16% 97
2016
Q3 		$453K Buy
14,176
+2,869
+25% +$93.7K 0.17% 91
2016
Q2 		$373K Buy
11,307
+4,959
+78% +$158K 0.18% 99
2016
Q1 		$201K Buy
6,348
+757
+14% +$22.9K 0.09% 125
2015
Q4 		$169K Buy
5,591
+4,621
+476% +$138K 0.09% 149
2015
Q3 		$28K Hold
970
– – 0.02% 387
2015
Q2 		$28K Buy
970
+169
+21% +$5K 0.01% 424
2015
Q1 		$24K Hold
801
– – 0.01% 436
2014
Q4 		$24K Buy
+801
New +$23K 0.02% 399

Other funds holding FSTA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advantage Investment Management's FSTA Position: Q2 2019 in Review

Advantage Investment Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2019, closing a stake of 1,344 shares — an estimated $46K sold.

Advantage Investment Management first reported a position in FSTA in Q4 2014 and held it in 18 quarters. The position peaked at $710K in Q4 2018. 79 funds tracked by Wall St. Rank hold FSTA as of Q2 2019.

  • Advantage Investment Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2019 after selling out during the quarter.
  • Advantage Investment Management sold 1,344 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2019, an estimated $46K.
  • Advantage Investment Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2014 and held it in 18 quarters.
  • Advantage Investment Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $710K in Q4 2018.
  • 79 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2019.

Based on Advantage Investment Management's 13F filing for Q2 2019, filed 30 Jul 2019.