BFIM
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Beese Fulmer Investment Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-885
Closed -$31K – 313
2020
Q2 		$31K Buy
+885
New +$29.8K ﹤0.01% 370

Other funds holding FCOM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beese Fulmer Investment Management's FCOM Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2020, closing a stake of 885 shares — an estimated $31K sold.

Beese Fulmer Investment Management first reported a position in FCOM in Q2 2020 and held it in 1 quarter. The position peaked at $31K in Q2 2020. 87 funds tracked by Wall St. Rank hold FCOM as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 885 Fidelity MSCI Communication Services Index ETF shares in Q3 2020, an estimated $31K.
  • Beese Fulmer Investment Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Fidelity MSCI Communication Services Index ETF position peaked at $31K in Q2 2020.
  • 87 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.