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Chicago Partners Investment Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Chicago Partners Investment Group’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,850
Closed -$72K – 931
2017
Q4 		$72K Buy
+1,850
New +$69K 0.01% 403

Other funds holding FIDU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Chicago Partners Investment Group's FIDU Position: Q1 2018 in Review

Chicago Partners Investment Group sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2018, closing a stake of 1,850 shares — an estimated $72K sold.

Chicago Partners Investment Group first reported a position in FIDU in Q4 2017 and held it in 1 quarter. The position peaked at $72K in Q4 2017. 77 funds tracked by Wall St. Rank hold FIDU as of Q1 2018.

  • Chicago Partners Investment Group reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,850 Fidelity MSCI Industrials Index ETF shares in Q1 2018, an estimated $72K.
  • Chicago Partners Investment Group first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 1 quarter.
  • Chicago Partners Investment Group's Fidelity MSCI Industrials Index ETF position peaked at $72K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2018.

Based on Chicago Partners Investment Group's 13F filing for Q1 2018, filed 27 Apr 2018.