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KCS Wealth Advisory’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

KCS Wealth Advisory’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,001
Closed -$32.4K – 230
2019
Q3 		$32.4K Buy
+1,001
New +$32.1K 0.02% 272

Other funds holding FMAT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BFM
Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

KCS Wealth Advisory's FMAT Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2019, closing a stake of 1,001 shares — an estimated $32.4K sold.

KCS Wealth Advisory first reported a position in FMAT in Q3 2019 and held it in 1 quarter. The position peaked at $32.4K in Q3 2019. 67 funds tracked by Wall St. Rank hold FMAT as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 1,001 Fidelity MSCI Materials Index ETF shares in Q4 2019, an estimated $32.4K.
  • KCS Wealth Advisory first reported a position in Fidelity MSCI Materials Index ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Fidelity MSCI Materials Index ETF position peaked at $32.4K in Q3 2019.
  • 67 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.