Destination Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Destination Wealth Management’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-74	Closed	-$2K	–	687
2018 Q4	$2K	Sell	74 -228	-75%	-$8.22K	﹤0.01%	481
2018 Q3	$12K	Buy	+302	New	+$11.9K	﹤0.01%	445
2018 Q2	–	Sell	-14	Closed	-$1K	–	556
2018 Q1	$1K	Buy	+14	New	+$549	﹤0.01%	537

Other funds holding FIDU

CSIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

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

Destination Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2019, closing a stake of 74 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in FIDU in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 81 funds tracked by Wall St. Rank hold FIDU as of Q1 2019.

Destination Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2019 after selling out during the quarter.
Destination Wealth Management sold 74 Fidelity MSCI Industrials Index ETF shares in Q1 2019, an estimated $2K.
Destination Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2018 and held it in 3 quarters.
Destination Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $12K in Q3 2018.
81 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2019.

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