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Advisor Group’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Advisor Group’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 		$1.52M Sell
44,360
-865
-2% -$28.5K 0.01% 951
2019
Q3 		$1.46M Buy
45,225
+15,505
+52% +$498K 0.01% 924
2019
Q2 		$976K Buy
29,720
+12,076
+68% +$384K 0.01% 1139
2019
Q1 		$556K Buy
17,644
+13,181
+295% +$405K ﹤0.01% 1510
2018
Q4 		$126K Sell
4,463
-887
-17% -$26.9K ﹤0.01% 2442
2018
Q3 		$179K Buy
5,350
+1,202
+29% +$41.1K ﹤0.01% 2259
2018
Q2 		$140K Sell
4,148
-12,781
-75% -$435K ﹤0.01% 2243
2018
Q1 		$558K Buy
16,929
+2,599
+18% +$91.2K 0.01% 1241
2017
Q4 		$502K Buy
14,330
+10,742
+299% +$367K 0.01% 1327
2017
Q3 		$119K Buy
3,588
+1,689
+89% +$53.8K ﹤0.01% 2262
2017
Q2 		$59K Sell
1,899
-485
-20% -$14.9K ﹤0.01% 2709
2017
Q1 		$73K Sell
2,384
-852
-26% -$25.8K ﹤0.01% 2402
2016
Q4 		$93K Buy
3,236
+861
+36% +$24.1K ﹤0.01% 2114
2016
Q3 		$65K Buy
2,375
+682
+40% +$18.7K ﹤0.01% 2310
2016
Q2 		$43K Buy
+1,693
New +$44.4K ﹤0.01% 2526

Other funds holding FMAT

Envestnet Asset Management
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
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
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
NR
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

Advisor Group's FMAT Position: Q4 2019 in Review

Advisor Group reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 1.9% in Q4 2019, selling an estimated $28.5K and leaving 44,360 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #951.

Advisor Group first reported a position in FMAT in Q2 2016 and has held it in 15 quarters since. 67 funds tracked by Wall St. Rank hold FMAT as of Q4 2019.

  • Advisor Group held 44,360 shares of Fidelity MSCI Materials Index ETF worth $1.52M as of Q4 2019.
  • Advisor Group sold 865 Fidelity MSCI Materials Index ETF shares in Q4 2019, an estimated $28.5K.
  • Fidelity MSCI Materials Index ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #951 holding.
  • Advisor Group first reported a position in Fidelity MSCI Materials Index ETF in Q2 2016 and has held it in 15 quarters since.
  • 67 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.