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Dowling & Yahnke’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-6,737
Closed -$325K – 315
2019
Q4 		$325K Buy
+6,737
New +$314K 0.02% 264

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Dowling & Yahnke's FDIS Position: Q1 2020 in Review

Dowling & Yahnke sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2020, closing a stake of 6,737 shares — an estimated $325K sold.

Dowling & Yahnke first reported a position in FDIS in Q4 2019 and held it in 1 quarter. The position peaked at $325K in Q4 2019. 101 funds tracked by Wall St. Rank hold FDIS as of Q1 2020.

  • Dowling & Yahnke reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 6,737 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2020, an estimated $325K.
  • Dowling & Yahnke first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $325K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.