Guidant Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$180K	Hold	3,941	–	–	0.07%	110
2019 Q2	$180K	Hold	3,941	–	–	0.07%	112
2019 Q1	$173K	Hold	3,941	–	–	0.07%	113
2018 Q4	$151K	Buy	+3,941	New	+$163K	0.07%	88

Other funds holding FDIS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guidant Wealth Advisors's FDIS Position: Q3 2019 in Review

Guidant Wealth Advisors held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q3 2019 at 3,941 shares worth $180K. The position accounts for 0.07% of the portfolio, ranked #110.

Guidant Wealth Advisors first reported a position in FDIS in Q4 2018 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold FDIS as of Q3 2019.

Guidant Wealth Advisors held 3,941 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $180K as of Q3 2019.
Guidant Wealth Advisors left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q3 2019.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.07% of Guidant Wealth Advisors's portfolio in Q3 2019, its #110 holding.
Guidant Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2018 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.