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Calton & Associates’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-19
Closed – – 643
2017
Q4 		$0 Buy
+19
New +$709 ﹤0.01% 1492

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 $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Calton & Associates's FDIS Position: Q1 2018 in Review

Calton & Associates sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2018, closing a stake of 19 shares.

Calton & Associates first reported a position in FDIS in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 71 funds tracked by Wall St. Rank hold FDIS as of Q1 2018.

  • Calton & Associates reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 19 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2018.
  • Calton & Associates first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $0 in Q4 2017.
  • 71 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.