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

Cornerstone Wealth Group’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
Q4 		– Sell
-53,149
Closed -$1.95M – 144
2019
Q3 		$1.95M Buy
53,149
+5,652
+12% +$203K 0.49% 63
2019
Q2 		$1.65M Buy
+47,497
New +$1.63M 0.45% 69

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Wealth Group's FSTA Position: Q4 2019 in Review

Cornerstone Wealth Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2019, closing a stake of 53,149 shares — an estimated $1.95M sold.

Cornerstone Wealth Group first reported a position in FSTA in Q2 2019 and held it in 2 quarters. The position peaked at $1.95M in Q3 2019. 95 funds tracked by Wall St. Rank hold FSTA as of Q4 2019.

  • Cornerstone Wealth Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2019 after selling out during the quarter.
  • Cornerstone Wealth Group sold 53,149 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2019, an estimated $1.95M.
  • Cornerstone Wealth Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2019 and held it in 2 quarters.
  • Cornerstone Wealth Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.95M in Q3 2019.
  • 95 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2019.

Based on Cornerstone Wealth Group's 13F filing for Q4 2019, filed 28 Jan 2020.