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Cobiz Wealth’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Cobiz Wealth’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-32,834
Closed -$1M – 120
2018
Q4 		$1M Buy
+32,834
New +$1.07M 0.22% 75
2018
Q1 		– Sell
-9,857
Closed -$338K – 132
2017
Q4 		$338K Buy
+9,857
New +$326K 0.07% 108

Other funds holding FSTA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cobiz Wealth's FSTA Position: Q1 2019 in Review

Cobiz Wealth sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2019, closing a stake of 32,834 shares — an estimated $1M sold.

Cobiz Wealth first reported a position in FSTA in Q4 2017 and held it in 2 quarters. The position peaked at $1M in Q4 2018. 71 funds tracked by Wall St. Rank hold FSTA as of Q1 2019.

  • Cobiz Wealth reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2019 after selling out during the quarter.
  • Cobiz Wealth sold 32,834 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2019, an estimated $1M.
  • Cobiz Wealth first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2017 and held it in 2 quarters.
  • Cobiz Wealth's Fidelity MSCI Consumer Staples Index ETF position peaked at $1M in Q4 2018.
  • 71 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2019.

Based on Cobiz Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.