KJWM
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Kiley Juergens Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Kiley Juergens Wealth Management’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
-7
Closed – – 241
2018
Q3 		$0 Hold
7
– – ﹤0.01% 680
2018
Q2 		$0 Buy
+7
New +$290 ﹤0.01% 618

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

Kiley Juergens Wealth Management's FDIS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2018, closing a stake of 7 shares.

Kiley Juergens Wealth Management first reported a position in FDIS in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 83 funds tracked by Wall St. Rank hold FDIS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 7 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $0 in Q3 2018.
  • 83 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.