GFPC
FIDU icon

Global Financial Private Capital’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Global Financial Private Capital’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
-6,544
Closed -$243K – 534
2018
Q2 		$243K Buy
+6,544
New +$249K 0.01% 483

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 $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $104B AUM 28.3% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Global Financial Private Capital sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2018, closing a stake of 6,544 shares — an estimated $243K sold.

Global Financial Private Capital first reported a position in FIDU in Q2 2018 and held it in 1 quarter. The position peaked at $243K in Q2 2018. 83 funds tracked by Wall St. Rank hold FIDU as of Q3 2018.

  • Global Financial Private Capital reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 6,544 Fidelity MSCI Industrials Index ETF shares in Q3 2018, an estimated $243K.
  • Global Financial Private Capital first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2018 and held it in 1 quarter.
  • Global Financial Private Capital's Fidelity MSCI Industrials Index ETF position peaked at $243K in Q2 2018.
  • 83 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2018.

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