Cascadia Advisory Services’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Cascadia Advisory Services’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$902K	Buy	+23,921	New	+$880K	0.26%	101

Other funds holding FSTA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cascadia Advisory Services opened a new position in Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2019: 23,921 shares worth $902K. The stake represents 0.26% of the portfolio and ranks #101 among its holdings.

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

Cascadia Advisory Services held 23,921 shares of Fidelity MSCI Consumer Staples Index ETF worth $902K as of Q4 2019.
Fidelity MSCI Consumer Staples Index ETF was a new Cascadia Advisory Services position in Q4 2019.
Fidelity MSCI Consumer Staples Index ETF made up 0.26% of Cascadia Advisory Services's portfolio in Q4 2019, its #101 holding.
95 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2019.

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