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Capital Asset Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Capital Asset Advisory Services’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
2021
Q3 		– Sell
-299
Closed -$16K – 715
2021
Q2 		$16K Buy
+299
New +$16.2K ﹤0.01% 594

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NAM
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FSC
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Wells Fargo
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Asset Advisory Services's FIDU Position: Q3 2021 in Review

Capital Asset Advisory Services sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2021, closing a stake of 299 shares — an estimated $16K sold.

Capital Asset Advisory Services first reported a position in FIDU in Q2 2021 and held it in 1 quarter. The position peaked at $16K in Q2 2021. 116 funds tracked by Wall St. Rank hold FIDU as of Q3 2021.

  • Capital Asset Advisory Services reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 299 Fidelity MSCI Industrials Index ETF shares in Q3 2021, an estimated $16K.
  • Capital Asset Advisory Services first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2021 and held it in 1 quarter.
  • Capital Asset Advisory Services's Fidelity MSCI Industrials Index ETF position peaked at $16K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2021.

Based on Capital Asset Advisory Services's 13F filing for Q3 2021, filed 14 Oct 2021.