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Hobart Private Capital’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Hobart Private Capital’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
Q2 		– Sell
-5,517
Closed -$242K – 154
2019
Q1 		$242K Buy
+5,517
New +$232K 0.18% 141

Other funds holding FDIS

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 22.9% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Hobart Private Capital's FDIS Position: Q2 2019 in Review

Hobart Private Capital sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2019, closing a stake of 5,517 shares — an estimated $242K sold.

Hobart Private Capital first reported a position in FDIS in Q1 2019 and held it in 1 quarter. The position peaked at $242K in Q1 2019. 95 funds tracked by Wall St. Rank hold FDIS as of Q2 2019.

  • Hobart Private Capital reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2019 after selling out during the quarter.
  • Hobart Private Capital sold 5,517 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2019, an estimated $242K.
  • Hobart Private Capital first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2019 and held it in 1 quarter.
  • Hobart Private Capital's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $242K in Q1 2019.
  • 95 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2019.

Based on Hobart Private Capital's 13F filing for Q2 2019, filed 11 Mar 2024.