Kings Point Capital Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Kings Point Capital 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 Q3	–	Sell	-388	Closed	-$14K	–	365
2018 Q2	$14K	Hold	388	–	–	﹤0.01%	339
2018 Q1	$15K	Hold	388	–	–	﹤0.01%	336
2017 Q4	$15K	Buy	+388	New	+$14.5K	﹤0.01%	337

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 $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $1.02B AUM 45.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LTFS

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Kings Point Capital Management's FIDU Position: Q3 2018 in Review

Kings Point Capital Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2018, closing a stake of 388 shares — an estimated $14K sold.

Kings Point Capital Management first reported a position in FIDU in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q1 2018. 83 funds tracked by Wall St. Rank hold FIDU as of Q3 2018.

Kings Point Capital Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2018 after selling out during the quarter.
Kings Point Capital Management sold 388 Fidelity MSCI Industrials Index ETF shares in Q3 2018, an estimated $14K.
Kings Point Capital Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 3 quarters.
Kings Point Capital Management's Fidelity MSCI Industrials Index ETF position peaked at $15K in Q1 2018.
83 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2018.

Based on Kings Point Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.