Baird Financial Group
FDIS icon

Baird Financial Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Baird Financial Group’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,795
Closed -$219K – 1511
2019
Q2 		$219K Buy
+4,795
New +$216K ﹤0.01% 1442

Other funds holding FDIS

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 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baird Financial Group's FDIS Position: Q3 2019 in Review

Baird Financial Group sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2019, closing a stake of 4,795 shares — an estimated $219K sold.

Baird Financial Group first reported a position in FDIS in Q2 2019 and held it in 1 quarter. The position peaked at $219K in Q2 2019. 104 funds tracked by Wall St. Rank hold FDIS as of Q3 2019.

  • Baird Financial Group reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2019 after selling out during the quarter.
  • Baird Financial Group sold 4,795 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2019, an estimated $219K.
  • Baird Financial Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2019 and held it in 1 quarter.
  • Baird Financial Group's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $219K in Q2 2019.
  • 104 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2019.

Based on Baird Financial Group's 13F filing for Q3 2019, filed 14 Nov 2019.