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Kiley Juergens Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-14
Closed – – 248
2018
Q3 		$0 Hold
14
– – ﹤0.01% 683
2018
Q2 		$0 Buy
+14
New +$532 ﹤0.01% 621

Other funds holding FIDU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2018, closing a stake of 14 shares.

Kiley Juergens Wealth Management first reported a position in FIDU in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 73 funds tracked by Wall St. Rank hold FIDU as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 14 Fidelity MSCI Industrials Index ETF shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $0 in Q3 2018.
  • 73 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2018.

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