CAI
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Capital Advisors Inc’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Capital Advisors Inc’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
2019
Q1 		– Sell
-120,630
Closed -$3.44M – 149
2018
Q4 		$3.44M Buy
+120,630
New +$3.65M 0.22% 86

Other funds holding FCOM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Inc's FCOM Position: Q1 2019 in Review

Capital Advisors Inc sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2019, closing a stake of 120,630 shares — an estimated $3.44M sold.

Capital Advisors Inc first reported a position in FCOM in Q4 2018 and held it in 1 quarter. The position peaked at $3.44M in Q4 2018. 55 funds tracked by Wall St. Rank hold FCOM as of Q1 2019.

  • Capital Advisors Inc reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2019 after selling out during the quarter.
  • Capital Advisors Inc sold 120,630 Fidelity MSCI Communication Services Index ETF shares in Q1 2019, an estimated $3.44M.
  • Capital Advisors Inc first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2018 and held it in 1 quarter.
  • Capital Advisors Inc's Fidelity MSCI Communication Services Index ETF position peaked at $3.44M in Q4 2018.
  • 55 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2019.

Based on Capital Advisors Inc's 13F filing for Q1 2019, filed 10 May 2019.