Baird Financial Group
FIDU icon

Baird Financial Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Baird Financial Group’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,578
Closed -$222K – 1514
2019
Q2 		$222K Buy
+5,578
New +$217K ﹤0.01% 1438
2018
Q4 		– Sell
-14,997
Closed -$606K – 1298
2018
Q3 		$606K Buy
14,997
+3,522
+31% +$138K ﹤0.01% 985
2018
Q2 		$425K Buy
+11,475
New +$436K ﹤0.01% 1057

Other funds holding FIDU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

Baird Financial Group sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2019, closing a stake of 5,578 shares — an estimated $222K sold.

Baird Financial Group first reported a position in FIDU in Q2 2018 and held it in 3 quarters. The position peaked at $606K in Q3 2018. 89 funds tracked by Wall St. Rank hold FIDU as of Q3 2019.

  • Baird Financial Group reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2019 after selling out during the quarter.
  • Baird Financial Group sold 5,578 Fidelity MSCI Industrials Index ETF shares in Q3 2019, an estimated $222K.
  • Baird Financial Group first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2018 and held it in 3 quarters.
  • Baird Financial Group's Fidelity MSCI Industrials Index ETF position peaked at $606K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2019.

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