Clarus Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Clarus Wealth Advisors’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
2019 Q3	–	Sell	-515	Closed	-$20K	–	280
2019 Q2	$20K	Buy	515 +2	+0.4%	+$78	0.01%	364
2019 Q1	$20K	Buy	513 +2	+0.4%	+$74	0.02%	415
2018 Q4	$17K	Buy	511 +2	+0.4%	+$72	0.03%	426
2018 Q3	$20K	Buy	509 +4	+0.8%	+$157	0.01%	432
2018 Q2	$19K	Buy	+505	New	+$19.2K	0.01%	431

Other funds holding FIDU

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BFA

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Clarus Wealth Advisors's FIDU Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2019, closing a stake of 515 shares — an estimated $20K sold.

Clarus Wealth Advisors first reported a position in FIDU in Q2 2018 and held it in 5 quarters. The position peaked at $20K in Q2 2019. 89 funds tracked by Wall St. Rank hold FIDU as of Q3 2019.

Clarus Wealth Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 515 Fidelity MSCI Industrials Index ETF shares in Q3 2019, an estimated $20K.
Clarus Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $20K in Q2 2019.
89 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.