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

Destination 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
2019 Q1	–	Sell	-200	Closed	-$8K	–	685
2018 Q4	$8K	Sell	200 -618	-76%	-$25.5K	﹤0.01%	419
2018 Q3	$37K	Buy	+818	New	+$36.3K	﹤0.01%	335
2018 Q2	–	Sell	-3,538	Closed	-$86K	–	553
2018 Q1	$86K	Buy	+3,538	New	+$145K	0.01%	200

Other funds holding FDIS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Destination Wealth Management's FDIS Position: Q1 2019 in Review

Destination Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2019, closing a stake of 200 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in FDIS in Q1 2018 and held it in 3 quarters. The position peaked at $86K in Q1 2018. 90 funds tracked by Wall St. Rank hold FDIS as of Q1 2019.

Destination Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2019 after selling out during the quarter.
Destination Wealth Management sold 200 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2019, an estimated $8K.
Destination Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2018 and held it in 3 quarters.
Destination Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $86K in Q1 2018.
90 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.