Claraphi Advisory Network’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-25	Closed	-$1K	–	573
2020 Q1	$1K	Buy	+25	New	+$1.15K	﹤0.01%	1081

Other funds holding FDIS

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Claraphi Advisory Network's FDIS Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2020, closing a stake of 25 shares — an estimated $1K sold.

Claraphi Advisory Network first reported a position in FDIS in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 110 funds tracked by Wall St. Rank hold FDIS as of Q2 2020.

Claraphi Advisory Network reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 25 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2020, an estimated $1K.
Claraphi Advisory Network first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1K in Q1 2020.
110 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.