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Kays Financial Advisory’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Kays Financial Advisory’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-14,990
Closed -$350K – 81
2017
Q1 		$350K Buy
+14,990
New +$339K 0.12% 61

Other funds holding ONEQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kays Financial Advisory's ONEQ Position: Q2 2017 in Review

Kays Financial Advisory sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2017, closing a stake of 14,990 shares — an estimated $350K sold.

Kays Financial Advisory first reported a position in ONEQ in Q1 2017 and held it in 1 quarter. The position peaked at $350K in Q1 2017. 61 funds tracked by Wall St. Rank hold ONEQ as of Q2 2017.

  • Kays Financial Advisory reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2017 after selling out during the quarter.
  • Kays Financial Advisory sold 14,990 Fidelity Nasdaq Composite Index ETF shares in Q2 2017, an estimated $350K.
  • Kays Financial Advisory first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2017 and held it in 1 quarter.
  • Kays Financial Advisory's Fidelity Nasdaq Composite Index ETF position peaked at $350K in Q1 2017.
  • 61 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2017.

Based on Kays Financial Advisory's 13F filing for Q2 2017, filed 1 Nov 2018.