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Arbor Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Arbor Wealth Management’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-141
Closed -$5K – 225
2019
Q1 		$5K Hold
141
– – ﹤0.01% 162
2018
Q4 		$4K Buy
+141
New +$4.27K ﹤0.01% 148

Other funds holding FCOM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Arbor Wealth Management's FCOM Position: Q2 2019 in Review

Arbor Wealth Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2019, closing a stake of 141 shares — an estimated $5K sold.

Arbor Wealth Management first reported a position in FCOM in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 65 funds tracked by Wall St. Rank hold FCOM as of Q2 2019.

  • Arbor Wealth Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 141 Fidelity MSCI Communication Services Index ETF shares in Q2 2019, an estimated $5K.
  • Arbor Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2018 and held it in 2 quarters.
  • Arbor Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $5K in Q1 2019.
  • 65 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2019.

Based on Arbor Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.