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

Concert Wealth Management’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
2016
Q4 		– Sell
-951
Closed -$30K – 632
2016
Q3 		$30K Buy
+951
New +$31.1K ﹤0.01% 868

Other funds holding FSTA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Concert Wealth Management's FSTA Position: Q4 2016 in Review

Concert Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2016, closing a stake of 951 shares — an estimated $30K sold.

Concert Wealth Management first reported a position in FSTA in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 46 funds tracked by Wall St. Rank hold FSTA as of Q4 2016.

  • Concert Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 951 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2016, an estimated $30K.
  • Concert Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $30K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.