Credit Suisse’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Credit Suisse’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
2020 Q2	–	Sell	-9,568	Closed	-$361K	–	4016
2020 Q1	$361K	Buy	9,568 +4,165	+77%	+$191K	﹤0.01%	3298
2019 Q4	$261K	Sell	5,403 -4,491	-45%	-$209K	﹤0.01%	3882
2019 Q3	$453K	Buy	+9,894	New	+$455K	﹤0.01%	3494
2019 Q2	–	Sell	-7,454	Closed	-$327K	–	4149
2019 Q1	$327K	Sell	7,454 -3,283	-31%	-$138K	﹤0.01%	3559
2018 Q4	$411K	Buy	+10,737	New	+$443K	﹤0.01%	3356
2018 Q3	–	Sell	-13,995	Closed	-$600K	–	3847
2018 Q2	$600K	Buy	+13,995	New	+$580K	﹤0.01%	3331

Other funds holding FDIS

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return