CTC
FDIS icon

Central Trust Company’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Central Trust Company’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
2020
Q1 		– Sell
-40
Closed -$2K – 1153
2019
Q4 		$2K Buy
+40
New +$1.86K ﹤0.01% 1133

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Central Trust Company's FDIS Position: Q1 2020 in Review

Central Trust Company sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2020, closing a stake of 40 shares — an estimated $2K sold.

Central Trust Company first reported a position in FDIS in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 101 funds tracked by Wall St. Rank hold FDIS as of Q1 2020.

  • Central Trust Company reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2020 after selling out during the quarter.
  • Central Trust Company sold 40 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2020, an estimated $2K.
  • Central Trust Company first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2019 and held it in 1 quarter.
  • Central Trust Company's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2020.

Based on Central Trust Company's 13F filing for Q1 2020, filed 17 Apr 2020.