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 $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Credit Suisse's FDIS Position: Q2 2020 in Review

Credit Suisse sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2020, closing a stake of 9,568 shares — an estimated $361K sold.

Credit Suisse first reported a position in FDIS in Q2 2018 and held it in 6 quarters. The position peaked at $600K in Q2 2018. 110 funds tracked by Wall St. Rank hold FDIS as of Q2 2020.

Credit Suisse reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2020 after selling out during the quarter.
Credit Suisse sold 9,568 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2020, an estimated $361K.
Credit Suisse first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2018 and held it in 6 quarters.
Credit Suisse's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $600K in Q2 2018.
110 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2020.

Based on Credit Suisse's 13F filing for Q2 2020, filed 12 Aug 2020.