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BB&T Securities’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

BB&T Securities’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 		$8.95M Buy
+195,749
New +$9.01M 0.08% 293
2018
Q4 		– Sell
-22,140
Closed -$1.01M – 1525
2018
Q3 		$1.01M Buy
22,140
+471
+2% +$20.9K 0.01% 815
2018
Q2 		$928K Buy
21,669
+780
+4% +$32.3K 0.01% 841
2018
Q1 		$830K Buy
+20,889
New +$857K 0.01% 845

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
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
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

BB&T Securities's FDIS Position: Q3 2019 in Review

BB&T Securities opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2019: 195,749 shares worth $8.95M. The stake represents 0.08% of the portfolio and ranks #293 among its holdings. This is a return to the name: BB&T Securities previously reported a position in FDIS as recently as Q3 2018.

BB&T Securities first reported a position in FDIS in Q1 2018 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold FDIS as of Q3 2019.

  • BB&T Securities held 195,749 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $8.95M as of Q3 2019.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new BB&T Securities position in Q3 2019.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.08% of BB&T Securities's portfolio in Q3 2019, its #293 holding.
  • BB&T Securities first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2018 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.