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Alera Investment Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Alera Investment Advisors’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
Q1 		– Sell
-105
Closed -$3K – 1234
2018
Q4 		$3K Buy
+105
New +$3.43K ﹤0.01% 687

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 $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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 $36.8B AUM 26.6% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Alera Investment Advisors's FSTA Position: Q1 2019 in Review

Alera Investment Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2019, closing a stake of 105 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in FSTA in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 71 funds tracked by Wall St. Rank hold FSTA as of Q1 2019.

  • Alera Investment Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 105 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $3K in Q4 2018.
  • 71 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.