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Altshuler Shaham’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Altshuler Shaham’s Portfolio FDLO Stock Details FDLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-495
Closed -$5K – 374
2019
Q1 		$5K Buy
+495
New +$16.1K ﹤0.01% 283
2018
Q4 		– Sell
-495
Closed -$5K – 269
2018
Q3 		$5K Buy
+495
New +$16.3K ﹤0.01% 241

Other funds holding FDLO

AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWM
Willingdon Wealth Management Huntersville, North Carolina $397M AUM 1.25% 1-Year Est. Return

Altshuler Shaham's FDLO Position: Q2 2019 in Review

Altshuler Shaham sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2019, closing a stake of 495 shares — an estimated $5K sold.

Altshuler Shaham first reported a position in FDLO in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 36 funds tracked by Wall St. Rank hold FDLO as of Q2 2019.

  • Altshuler Shaham reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Altshuler Shaham sold 495 Fidelity Low Volatility Factor ETF shares in Q2 2019, an estimated $5K.
  • Altshuler Shaham first reported a position in Fidelity Low Volatility Factor ETF in Q3 2018 and held it in 2 quarters.
  • Altshuler Shaham's Fidelity Low Volatility Factor ETF position peaked at $5K in Q1 2019.
  • 36 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2019.

Based on Altshuler Shaham's 13F filing for Q2 2019, filed 6 Aug 2019.