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Cetera Investment Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cetera Investment Management’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
2016
Q4 		– Sell
-12,231
Closed -$385K – 108
2016
Q3 		$385K Buy
+12,231
New +$387K 0.25% 92

Other funds holding FDIS

Envestnet Asset Management
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Management's FDIS Position: Q4 2016 in Review

Cetera Investment Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2016, closing a stake of 12,231 shares — an estimated $385K sold.

Cetera Investment Management first reported a position in FDIS in Q3 2016 and held it in 1 quarter. The position peaked at $385K in Q3 2016. 47 funds tracked by Wall St. Rank hold FDIS as of Q4 2016.

  • Cetera Investment Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2016 after selling out during the quarter.
  • Cetera Investment Management sold 12,231 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2016, an estimated $385K.
  • Cetera Investment Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2016 and held it in 1 quarter.
  • Cetera Investment Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $385K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2016.

Based on Cetera Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.