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Jaffetilchin Investment Partners’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Jaffetilchin Investment Partners’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,123
Closed -$246K – 212
2020
Q1 		$246K Sell
8,123
-740
-8% -$26.3K 0.09% 137
2019
Q4 		$325K Sell
8,863
-99
-1% -$3.51K 0.07% 159
2019
Q3 		$314K Sell
8,962
-2,527
-22% -$90K 0.08% 160
2019
Q2 		$407K Buy
11,489
+44
+0.4% +$1.52K 0.09% 154
2019
Q1 		$387K Buy
+11,445
New +$372K 0.09% 183

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Jaffetilchin Investment Partners's FDMO Position: Q2 2020 in Review

Jaffetilchin Investment Partners sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2020, closing a stake of 8,123 shares — an estimated $246K sold.

Jaffetilchin Investment Partners first reported a position in FDMO in Q1 2019 and held it in 5 quarters. The position peaked at $407K in Q2 2019. 27 funds tracked by Wall St. Rank hold FDMO as of Q2 2020.

  • Jaffetilchin Investment Partners reported no remaining Fidelity Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8,123 Fidelity Momentum Factor ETF shares in Q2 2020, an estimated $246K.
  • Jaffetilchin Investment Partners first reported a position in Fidelity Momentum Factor ETF in Q1 2019 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's Fidelity Momentum Factor ETF position peaked at $407K in Q2 2019.
  • 27 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2020, filed 31 Jul 2020.