GS
ONEQ icon

Girard Securities’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Girard Securities’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15,160
Closed -$299K – 166
2015
Q4 		$299K Buy
+15,160
New +$298K 0.3% 104

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Girard Securities's ONEQ Position: Q1 2016 in Review

Girard Securities sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2016, closing a stake of 15,160 shares — an estimated $299K sold.

Girard Securities first reported a position in ONEQ in Q4 2015 and held it in 1 quarter. The position peaked at $299K in Q4 2015. 38 funds tracked by Wall St. Rank hold ONEQ as of Q1 2016.

  • Girard Securities reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2016 after selling out during the quarter.
  • Girard Securities sold 15,160 Fidelity Nasdaq Composite Index ETF shares in Q1 2016, an estimated $299K.
  • Girard Securities first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2015 and held it in 1 quarter.
  • Girard Securities's Fidelity Nasdaq Composite Index ETF position peaked at $299K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2016.

Based on Girard Securities's 13F filing for Q1 2016, filed 12 May 2016.