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Carroll Financial Associates’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Carroll Financial 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
2020
Q2 		– Sell
-779
Closed -$19K – 1571
2020
Q1 		$19K Buy
+779
New +$23.7K ﹤0.01% 789

Other funds holding FMAT

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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
BFM
Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carroll Financial Associates's FMAT Position: Q2 2020 in Review

Carroll Financial Associates sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2020, closing a stake of 779 shares — an estimated $19K sold.

Carroll Financial Associates first reported a position in FMAT in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 59 funds tracked by Wall St. Rank hold FMAT as of Q2 2020.

  • Carroll Financial Associates reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 779 Fidelity MSCI Materials Index ETF shares in Q2 2020, an estimated $19K.
  • Carroll Financial Associates first reported a position in Fidelity MSCI Materials Index ETF in Q1 2020 and held it in 1 quarter.
  • Carroll Financial Associates's Fidelity MSCI Materials Index ETF position peaked at $19K in Q1 2020.
  • 59 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.