FI
FIDU icon

FormulaFolio Investments’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

FormulaFolio Investments’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
2018
Q3 		– Sell
-229,412
Closed -$8.51M – 320
2018
Q2 		$8.51M Buy
229,412
+47,692
+26% +$1.81M 0.41% 37
2018
Q1 		$6.87M Buy
181,720
+55,592
+44% +$2.18M 0.4% 32
2017
Q4 		$4.88M Buy
+126,128
New +$4.71M 0.32% 35

Other funds holding FIDU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

FormulaFolio Investments's FIDU Position: Q3 2018 in Review

FormulaFolio Investments sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2018, closing a stake of 229,412 shares — an estimated $8.51M sold.

FormulaFolio Investments first reported a position in FIDU in Q4 2017 and held it in 3 quarters. The position peaked at $8.51M in Q2 2018. 83 funds tracked by Wall St. Rank hold FIDU as of Q3 2018.

  • FormulaFolio Investments reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2018 after selling out during the quarter.
  • FormulaFolio Investments sold 229,412 Fidelity MSCI Industrials Index ETF shares in Q3 2018, an estimated $8.51M.
  • FormulaFolio Investments first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 3 quarters.
  • FormulaFolio Investments's Fidelity MSCI Industrials Index ETF position peaked at $8.51M in Q2 2018.
  • 83 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2018.

Based on FormulaFolio Investments's 13F filing for Q3 2018, filed 8 Nov 2018.