First Personal Financial Services’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

First Personal Financial Services’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-100	Closed	-$3K	–	338
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	352
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	360
2015 Q2	$3K	Buy	100 +50	+100%	+$1.48K	﹤0.01%	358
2015 Q1	$2K	Buy	+50	New	+$1.49K	﹤0.01%	436

Other funds holding FSTA

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

LTFS

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First Personal Financial Services's FSTA Position: Q1 2016 in Review

First Personal Financial Services sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2016, closing a stake of 100 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in FSTA in Q1 2015 and held it in 4 quarters. The position peaked at $3K in Q4 2015. 47 funds tracked by Wall St. Rank hold FSTA as of Q1 2016.

First Personal Financial Services reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2016 after selling out during the quarter.
First Personal Financial Services sold 100 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2016, an estimated $3K.
First Personal Financial Services first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2015 and held it in 4 quarters.
First Personal Financial Services's Fidelity MSCI Consumer Staples Index ETF position peaked at $3K in Q4 2015.
47 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.