GFPC
FDIS icon

Global Financial Private Capital’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Global Financial Private Capital’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
2018
Q3 		– Sell
-5,943
Closed -$255K – 531
2018
Q2 		$255K Buy
+5,943
New +$246K 0.01% 474

Other funds holding FDIS

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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Global Financial Private Capital's FDIS Position: Q3 2018 in Review

Global Financial Private Capital sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2018, closing a stake of 5,943 shares — an estimated $255K sold.

Global Financial Private Capital first reported a position in FDIS in Q2 2018 and held it in 1 quarter. The position peaked at $255K in Q2 2018. 93 funds tracked by Wall St. Rank hold FDIS as of Q3 2018.

  • Global Financial Private Capital reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 5,943 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2018, an estimated $255K.
  • Global Financial Private Capital first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2018 and held it in 1 quarter.
  • Global Financial Private Capital's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $255K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2018.

Based on Global Financial Private Capital's 13F filing for Q3 2018, filed 5 Nov 2018.