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

Cascadia 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
2019
Q4 		$897K Buy
+21,331
New +$876K 0.25% 104

Other funds holding FIDU

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

Cascadia Advisory Services opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2019: 21,331 shares worth $897K. The stake represents 0.25% of the portfolio and ranks #104 among its holdings.

95 funds tracked by Wall St. Rank hold FIDU as of Q4 2019.

  • Cascadia Advisory Services held 21,331 shares of Fidelity MSCI Industrials Index ETF worth $897K as of Q4 2019.
  • Fidelity MSCI Industrials Index ETF was a new Cascadia Advisory Services position in Q4 2019.
  • Fidelity MSCI Industrials Index ETF made up 0.25% of Cascadia Advisory Services's portfolio in Q4 2019, its #104 holding.
  • 95 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2019.

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