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Goodman Financial’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Goodman Financial’s Portfolio FLTB Stock Details FLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-300
Closed -$15K – 86
2017
Q4 		$15K Buy
+300
New +$15.1K 0.01% 124

Other funds holding FLTB

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Goodman Financial's FLTB Position: Q1 2018 in Review

Goodman Financial sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2018, closing a stake of 300 shares — an estimated $15K sold.

Goodman Financial first reported a position in FLTB in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 26 funds tracked by Wall St. Rank hold FLTB as of Q1 2018.

  • Goodman Financial reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Goodman Financial sold 300 Fidelity Limited Term Bond ETF shares in Q1 2018, an estimated $15K.
  • Goodman Financial first reported a position in Fidelity Limited Term Bond ETF in Q4 2017 and held it in 1 quarter.
  • Goodman Financial's Fidelity Limited Term Bond ETF position peaked at $15K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2018.

Based on Goodman Financial's 13F filing for Q1 2018, filed 7 May 2018.