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HL Financial Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

HL Financial Services’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
2019
Q1 		$218K Sell
5,719
-964
-14% -$35.5K ﹤0.01% 687
2018
Q4 		$219K Buy
6,683
+1,654
+33% +$59.7K ﹤0.01% 673
2018
Q3 		$202K Buy
+5,029
New +$197K ﹤0.01% 723

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 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

HL Financial Services's FIDU Position: Q1 2019 in Review

HL Financial Services reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 14% in Q1 2019, selling an estimated $35.5K and leaving 5,719 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

HL Financial Services first reported a position in FIDU in Q3 2018 and has held it in 3 quarters since. The position peaked at $219K in Q4 2018. 81 funds tracked by Wall St. Rank hold FIDU as of Q1 2019.

  • HL Financial Services held 5,719 shares of Fidelity MSCI Industrials Index ETF worth $218K as of Q1 2019.
  • HL Financial Services sold 964 Fidelity MSCI Industrials Index ETF shares in Q1 2019, an estimated $35.5K.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #687 holding.
  • HL Financial Services first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's Fidelity MSCI Industrials Index ETF position peaked at $219K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.