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Cascadia Advisory Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$900K Buy
+26,211
New +$865K 0.26% 103

Other funds holding FMAT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BFM
Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Cascadia Advisory Services opened a new position in Fidelity MSCI Materials Index ETF (FMAT) in Q4 2019: 26,211 shares worth $900K. The stake represents 0.26% of the portfolio and ranks #103 among its holdings.

67 funds tracked by Wall St. Rank hold FMAT as of Q4 2019.

  • Cascadia Advisory Services held 26,211 shares of Fidelity MSCI Materials Index ETF worth $900K as of Q4 2019.
  • Fidelity MSCI Materials Index ETF was a new Cascadia Advisory Services position in Q4 2019.
  • Fidelity MSCI Materials Index ETF made up 0.26% of Cascadia Advisory Services's portfolio in Q4 2019, its #103 holding.
  • 67 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2019.

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