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Calton & Associates’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Calton & Associates’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,665
Closed -$66K – 652
2017
Q4 		$66K Buy
+1,665
New +$62.1K 0.02% 594

Other funds holding FIDU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Calton & Associates sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2018, closing a stake of 1,665 shares — an estimated $66K sold.

Calton & Associates first reported a position in FIDU in Q4 2017 and held it in 1 quarter. The position peaked at $66K in Q4 2017. 77 funds tracked by Wall St. Rank hold FIDU as of Q1 2018.

  • Calton & Associates reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,665 Fidelity MSCI Industrials Index ETF shares in Q1 2018, an estimated $66K.
  • Calton & Associates first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Fidelity MSCI Industrials Index ETF position peaked at $66K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2018.

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