Fiduciary Trust International of Pennsylvania’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Fiduciary Trust International of Pennsylvania’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 Q2	–	Sell	-6,992	Closed	-$314K	–	373
2019 Q1	$314K	Hold	6,992	–	–	0.01%	286
2018 Q4	$268K	Sell	6,992 -277	-4%	-$11.4K	0.01%	279
2018 Q3	$359K	Hold	7,269	–	–	0.01%	294
2018 Q2	$334K	Buy	+7,269	New	+$301K	0.02%	291

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 $424B AUM 22.96% 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 $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's FDIS Position: Q2 2019 in Review

Fiduciary Trust International of Pennsylvania sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2019, closing a stake of 6,992 shares — an estimated $314K sold.

Fiduciary Trust International of Pennsylvania first reported a position in FDIS in Q2 2018 and held it in 4 quarters. The position peaked at $359K in Q3 2018. 95 funds tracked by Wall St. Rank hold FDIS as of Q2 2019.

Fiduciary Trust International of Pennsylvania reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2019 after selling out during the quarter.
Fiduciary Trust International of Pennsylvania sold 6,992 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2019, an estimated $314K.
Fiduciary Trust International of Pennsylvania first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2018 and held it in 4 quarters.
Fiduciary Trust International of Pennsylvania's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $359K in Q3 2018.
95 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2019.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q2 2019, filed 10 Jul 2019.