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Ballew Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Ballew Advisors’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
2018
Q4 		– Sell
-200
Closed -$7K – 211
2018
Q3 		$7K Buy
+200
New +$7.85K 0.01% 323

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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Ballew Advisors's FIDU Position: Q4 2018 in Review

Ballew Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Ballew Advisors first reported a position in FIDU in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 73 funds tracked by Wall St. Rank hold FIDU as of Q4 2018.

  • Ballew Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 200 Fidelity MSCI Industrials Index ETF shares in Q4 2018, an estimated $7K.
  • Ballew Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2018 and held it in 1 quarter.
  • Ballew Advisors's Fidelity MSCI Industrials Index ETF position peaked at $7K in Q3 2018.
  • 73 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.