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Dowling & Yahnke’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-1,438
Closed -$60K – 316
2019
Q4 		$60K Buy
+1,438
New +$59K ﹤0.01% 314

Other funds holding FIDU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Dowling & Yahnke sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2020, closing a stake of 1,438 shares — an estimated $60K sold.

Dowling & Yahnke first reported a position in FIDU in Q4 2019 and held it in 1 quarter. The position peaked at $60K in Q4 2019. 79 funds tracked by Wall St. Rank hold FIDU as of Q1 2020.

  • Dowling & Yahnke reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 1,438 Fidelity MSCI Industrials Index ETF shares in Q1 2020, an estimated $60K.
  • Dowling & Yahnke first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's Fidelity MSCI Industrials Index ETF position peaked at $60K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2020.

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