Global Wealth Management Investment Advisory’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-242	Closed	-$9K	–	504
2020 Q2	$9K	Hold	242	–	–	﹤0.01%	360
2020 Q1	$7K	Hold	242	–	–	﹤0.01%	374
2019 Q4	$10K	Sell	242 -25	-9%	-$1.03K	﹤0.01%	353
2019 Q3	$11K	Sell	267 -250	-48%	-$9.84K	0.01%	312
2019 Q2	$21K	Buy	517 +200	+63%	+$7.78K	0.01%	266
2019 Q1	$12K	Sell	317 -28	-8%	-$1.03K	0.01%	354
2018 Q4	$11K	Buy	+345	New	+$12.4K	0.01%	366

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's FIDU Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2020, closing a stake of 242 shares — an estimated $9K sold.

Global Wealth Management Investment Advisory first reported a position in FIDU in Q4 2018 and held it in 7 quarters. The position peaked at $21K in Q2 2019. 86 funds tracked by Wall St. Rank hold FIDU as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 242 Fidelity MSCI Industrials Index ETF shares in Q3 2020, an estimated $9K.
Global Wealth Management Investment Advisory first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Fidelity MSCI Industrials Index ETF position peaked at $21K in Q2 2019.
86 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.