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High Falls Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

High Falls Advisors’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-39,133
Closed -$1.19M – 89
2016
Q2 		$1.19M Sell
39,133
-27,489
-41% -$874K 0.34% 38
2016
Q1 		$2.11M Buy
66,622
+27,489
+70% +$833K 0.73% 17
2015
Q4 		$1.19M Buy
+39,133
New +$1.17M 0.34% 38

Other funds holding FSTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

High Falls Advisors's FSTA Position: Q3 2016 in Review

High Falls Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2016, closing a stake of 39,133 shares — an estimated $1.19M sold.

High Falls Advisors first reported a position in FSTA in Q4 2015 and held it in 3 quarters. The position peaked at $2.11M in Q1 2016. 48 funds tracked by Wall St. Rank hold FSTA as of Q3 2016.

  • High Falls Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2016 after selling out during the quarter.
  • High Falls Advisors sold 39,133 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2016, an estimated $1.19M.
  • High Falls Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2015 and held it in 3 quarters.
  • High Falls Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $2.11M in Q1 2016.
  • 48 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2016.

Based on High Falls Advisors's 13F filing for Q3 2016, filed 16 Nov 2016.