Ken Stern & Associates’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Ken Stern & Associates’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$248K	Buy	+6,172	New	+$242K	0.11%	123

Other funds holding FIDU

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ken Stern & Associates's FIDU Position: Q3 2018 in Review

Ken Stern & Associates opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2018: 6,172 shares worth $248K. The stake represents 0.11% of the portfolio and ranks #123 among its holdings.

83 funds tracked by Wall St. Rank hold FIDU as of Q3 2018.

Ken Stern & Associates held 6,172 shares of Fidelity MSCI Industrials Index ETF worth $248K as of Q3 2018.
Fidelity MSCI Industrials Index ETF was a new Ken Stern & Associates position in Q3 2018.
Fidelity MSCI Industrials Index ETF made up 0.11% of Ken Stern & Associates's portfolio in Q3 2018, its #123 holding.
83 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.