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Eagle Global Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Eagle Global Advisors’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,000
Closed -$221K – 270
2021
Q3 		$221K Buy
+5,000
New +$232K 0.01% 228

Other funds holding FMAT

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eagle Global Advisors's FMAT Position: Q4 2021 in Review

Eagle Global Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2021, closing a stake of 5,000 shares — an estimated $221K sold.

Eagle Global Advisors first reported a position in FMAT in Q3 2021 and held it in 1 quarter. The position peaked at $221K in Q3 2021. 115 funds tracked by Wall St. Rank hold FMAT as of Q4 2021.

  • Eagle Global Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2021 after selling out during the quarter.
  • Eagle Global Advisors sold 5,000 Fidelity MSCI Materials Index ETF shares in Q4 2021, an estimated $221K.
  • Eagle Global Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q3 2021 and held it in 1 quarter.
  • Eagle Global Advisors's Fidelity MSCI Materials Index ETF position peaked at $221K in Q3 2021.
  • 115 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2021.

Based on Eagle Global Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.