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Asset Planning Services (Pennsylvania)’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-54
Closed -$2K – 128
2019
Q3 		$2K Buy
+54
New +$1.92K ﹤0.01% 249

Other funds holding FDMO

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s FDMO Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2019, closing a stake of 54 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in FDMO in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 34 funds tracked by Wall St. Rank hold FDMO as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Fidelity Momentum Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 54 Fidelity Momentum Factor ETF shares in Q4 2019, an estimated $2K.
  • Asset Planning Services (Pennsylvania) first reported a position in Fidelity Momentum Factor ETF in Q3 2019 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Fidelity Momentum Factor ETF position peaked at $2K in Q3 2019.
  • 34 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.