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Cascadia Advisory Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cascadia Advisory Services’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$889K Buy
+18,428
New +$858K 0.25% 106

Other funds holding FDIS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Cascadia Advisory Services's FDIS Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2019: 18,428 shares worth $889K. The stake represents 0.25% of the portfolio and ranks #106 among its holdings.

116 funds tracked by Wall St. Rank hold FDIS as of Q4 2019.

  • Cascadia Advisory Services held 18,428 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $889K as of Q4 2019.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Cascadia Advisory Services position in Q4 2019.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.25% of Cascadia Advisory Services's portfolio in Q4 2019, its #106 holding.
  • 116 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.