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Integrated Investment Consultants’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-252
Closed -$10K – 347
2018
Q1 		$10K Buy
+252
New +$10.3K ﹤0.01% 627

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 $374B AUM 17.66% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Investment Consultants's FDIS Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2018, closing a stake of 252 shares — an estimated $10K sold.

Integrated Investment Consultants first reported a position in FDIS in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 78 funds tracked by Wall St. Rank hold FDIS as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 252 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2018, an estimated $10K.
  • Integrated Investment Consultants first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $10K in Q1 2018.
  • 78 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.