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Asset Planning Services (Pennsylvania)’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-52
Closed -$2K – 135
2019
Q3 		$2K Buy
+52
New +$1.87K ﹤0.01% 250

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania) sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2019, closing a stake of 52 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in FSTA in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 95 funds tracked by Wall St. Rank hold FSTA as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 52 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2019, an estimated $2K.
  • Asset Planning Services (Pennsylvania) first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2019 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Fidelity MSCI Consumer Staples Index ETF position peaked at $2K in Q3 2019.
  • 95 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2019.

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