Bedel Financial Consulting’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bedel Financial Consulting’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
2020 Q1	–	Sell	-198	Closed	-$10K	–	844
2019 Q4	$10K	Hold	198	–	–	0.01%	505
2019 Q3	$9K	Hold	198	–	–	0.01%	498
2019 Q2	$9K	Hold	198	–	–	0.01%	504
2019 Q1	$9K	Hold	198	–	–	0.01%	499
2018 Q4	$8K	Sell	198 -203	-51%	-$8.37K	0.01%	487
2018 Q3	$17K	Buy	401 +13	+3%	+$576	0.01%	396
2018 Q2	$17K	Buy	+388	New	+$16.1K	0.01%	397

Other funds holding FDIS

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Bedel Financial Consulting's FDIS Position: Q1 2020 in Review

Bedel Financial Consulting sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2020, closing a stake of 198 shares — an estimated $10K sold.

Bedel Financial Consulting first reported a position in FDIS in Q2 2018 and held it in 7 quarters. The position peaked at $17K in Q3 2018. 101 funds tracked by Wall St. Rank hold FDIS as of Q1 2020.

Bedel Financial Consulting reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2020 after selling out during the quarter.
Bedel Financial Consulting sold 198 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2020, an estimated $10K.
Bedel Financial Consulting first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2018 and held it in 7 quarters.
Bedel Financial Consulting's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $17K in Q3 2018.
101 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2020.

Based on Bedel Financial Consulting's 13F filing for Q1 2020, filed 6 May 2020.