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JOYN Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

JOYN Advisors’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
Q4 		– Sell
-153
Closed -$7K – 1789
2018
Q3 		$7K Buy
+153
New +$6.78K ﹤0.01% 1070
2018
Q2 		– Sell
-128
Closed -$5K – 1775
2018
Q1 		$5K Buy
+128
New +$5.25K ﹤0.01% 857

Other funds holding FDIS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JOYN Advisors's FDIS Position: Q4 2018 in Review

JOYN Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2018, closing a stake of 153 shares — an estimated $7K sold.

JOYN Advisors first reported a position in FDIS in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 83 funds tracked by Wall St. Rank hold FDIS as of Q4 2018.

  • JOYN Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 153 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2018, an estimated $7K.
  • JOYN Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2018 and held it in 2 quarters.
  • JOYN Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $7K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.