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Calton & Associates’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Calton & Associates’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,603
Closed -$58K – 659
2017
Q4 		$58K Buy
+1,603
New +$54.7K 0.01% 647

Other funds holding FMAT

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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFM
Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Calton & Associates sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2018, closing a stake of 1,603 shares — an estimated $58K sold.

Calton & Associates first reported a position in FMAT in Q4 2017 and held it in 1 quarter. The position peaked at $58K in Q4 2017. 60 funds tracked by Wall St. Rank hold FMAT as of Q1 2018.

  • Calton & Associates reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,603 Fidelity MSCI Materials Index ETF shares in Q1 2018, an estimated $58K.
  • Calton & Associates first reported a position in Fidelity MSCI Materials Index ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Fidelity MSCI Materials Index ETF position peaked at $58K in Q4 2017.
  • 60 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2018.

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