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Cedar Brook Financial Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-4,436
Closed -$203K – 303
2019
Q3 		$203K Buy
+4,436
New +$204K 0.09% 285

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BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Truist Financial
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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

Cedar Brook Financial Partners's FDIS Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2019, closing a stake of 4,436 shares — an estimated $203K sold.

Cedar Brook Financial Partners first reported a position in FDIS in Q3 2019 and held it in 1 quarter. The position peaked at $203K in Q3 2019. 116 funds tracked by Wall St. Rank hold FDIS as of Q4 2019.

  • Cedar Brook Financial Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,436 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2019, an estimated $203K.
  • Cedar Brook Financial Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2019 and held it in 1 quarter.
  • Cedar Brook Financial Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $203K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.