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Bartlett & Co’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Bartlett & Co’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-34
Closed -$1K – 1218
2023
Q3 		$1K Hold
34
– – ﹤0.01% 1097
2023
Q2 		$1K Buy
+34
New +$1.29K ﹤0.01% 1094

Other funds holding FCOM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Bartlett & Co's FCOM Position: Q4 2023 in Review

Bartlett & Co sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2023, closing a stake of 34 shares — an estimated $1K sold.

Bartlett & Co first reported a position in FCOM in Q2 2023 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 143 funds tracked by Wall St. Rank hold FCOM as of Q4 2023.

  • Bartlett & Co reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2023 after selling out during the quarter.
  • Bartlett & Co sold 34 Fidelity MSCI Communication Services Index ETF shares in Q4 2023, an estimated $1K.
  • Bartlett & Co first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2023 and held it in 2 quarters.
  • Bartlett & Co's Fidelity MSCI Communication Services Index ETF position peaked at $1K in Q3 2023.
  • 143 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.