CWM
FDIS icon

Concert Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Concert Wealth 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
-1,136
Closed -$35K – 617
2016
Q3 		$35K Buy
+1,136
New +$35.9K ﹤0.01% 852
2016
Q1 		– Sell
-54,250
Closed -$1.66M – 687
2015
Q4 		$1.66M Sell
54,250
-1,467
-3% -$45.7K 0.22% 115
2015
Q3 		$1.65M Buy
55,717
+45,895
+467% +$1.41M 0.22% 107
2015
Q2 		$303K Buy
9,822
+165
+2% +$5.1K 0.04% 489
2015
Q1 		$205K Buy
+9,657
New +$287K 0.06% 388

Other funds holding FDIS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 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 $93.1B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return