BRWA
FSTA icon

B. Riley Wealth Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

B. Riley Wealth Advisors’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
2017
Q1 		– Sell
-12,323
Closed -$385K – 539
2016
Q4 		$385K Buy
+12,323
New +$384K 0.08% 288

Other funds holding FSTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $1.84B AUM 13.62% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

B. Riley Wealth Advisors's FSTA Position: Q1 2017 in Review

B. Riley Wealth Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2017, closing a stake of 12,323 shares — an estimated $385K sold.

B. Riley Wealth Advisors first reported a position in FSTA in Q4 2016 and held it in 1 quarter. The position peaked at $385K in Q4 2016. 49 funds tracked by Wall St. Rank hold FSTA as of Q1 2017.

  • B. Riley Wealth Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,323 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2017, an estimated $385K.
  • B. Riley Wealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2016 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $385K in Q4 2016.
  • 49 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.