AllSquare Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

AllSquare Wealth Management’s Portfolio FLTB Stock Details FLTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-23	Closed	-$1K	–	306
2016 Q1	$1K	Buy	+23	New	+$1.15K	﹤0.01%	294

Other funds holding FLTB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

AllSquare Wealth Management's FLTB Position: Q2 2016 in Review

AllSquare Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2016, closing a stake of 23 shares — an estimated $1K sold.

AllSquare Wealth Management first reported a position in FLTB in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 22 funds tracked by Wall St. Rank hold FLTB as of Q2 2016.

AllSquare Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2016 after selling out during the quarter.
AllSquare Wealth Management sold 23 Fidelity Limited Term Bond ETF shares in Q2 2016, an estimated $1K.
AllSquare Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q1 2016 and held it in 1 quarter.
AllSquare Wealth Management's Fidelity Limited Term Bond ETF position peaked at $1K in Q1 2016.
22 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2016.

Based on AllSquare Wealth Management's 13F filing for Q2 2016, filed 16 Aug 2016.