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Biegel & Waller’s Fidelity International High Dividend ETF FIDI Stock Holding History

Biegel & Waller’s Portfolio FIDI Stock Details FIDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-14,458
Closed -$296K – 80
2019
Q2 		$296K Sell
14,458
-4,841
-25% -$100K 0.15% 61
2019
Q1 		$400K Buy
19,299
+4,961
+35% +$103K 0.21% 48
2018
Q4 		$280K Buy
14,338
+2,997
+26% +$62.1K 0.17% 53
2018
Q3 		$252K Buy
11,341
+1,118
+11% +$24.9K 0.15% 63
2018
Q2 		$226K Buy
+10,223
New +$236K 0.14% 62

Other funds holding FIDI

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Biegel & Waller's FIDI Position: Q3 2019 in Review

Biegel & Waller sold out of Fidelity International High Dividend ETF (FIDI) in Q3 2019, closing a stake of 14,458 shares — an estimated $296K sold.

Biegel & Waller first reported a position in FIDI in Q2 2018 and held it in 5 quarters. The position peaked at $400K in Q1 2019. 15 funds tracked by Wall St. Rank hold FIDI as of Q3 2019.

  • Biegel & Waller reported no remaining Fidelity International High Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Biegel & Waller sold 14,458 Fidelity International High Dividend ETF shares in Q3 2019, an estimated $296K.
  • Biegel & Waller first reported a position in Fidelity International High Dividend ETF in Q2 2018 and held it in 5 quarters.
  • Biegel & Waller's Fidelity International High Dividend ETF position peaked at $400K in Q1 2019.
  • 15 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.