Bay Colony Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Bay Colony Advisors’s Portfolio FDRR Stock Details FDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-989	Closed	-$30K	–	423
2018 Q2	$30K	Buy	+989	New	+$30.1K	0.02%	449

Other funds holding FDRR

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bay Colony Advisors's FDRR Position: Q3 2018 in Review

Bay Colony Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2018, closing a stake of 989 shares — an estimated $30K sold.

Bay Colony Advisors first reported a position in FDRR in Q2 2018 and held it in 1 quarter. The position peaked at $30K in Q2 2018. 50 funds tracked by Wall St. Rank hold FDRR as of Q3 2018.

Bay Colony Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2018 after selling out during the quarter.
Bay Colony Advisors sold 989 Fidelity Dividend ETF for Rising Rates shares in Q3 2018, an estimated $30K.
Bay Colony Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2018 and held it in 1 quarter.
Bay Colony Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $30K in Q2 2018.
50 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.