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KMS Financial Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

KMS Financial Services’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
2014
Q3 		$355K Sell
12,978
-529
-4% -$14.7K 0.05% 337
2014
Q2 		$381K Buy
+13,507
New +$375K 0.05% 331

Other funds holding FIDU

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KMS Financial Services's FIDU Position: Q3 2014 in Review

KMS Financial Services reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 3.9% in Q3 2014, selling an estimated $14.7K and leaving 12,978 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #337.

KMS Financial Services first reported a position in FIDU in Q2 2014 and has held it in 2 quarters since. The position peaked at $381K in Q2 2014. 21 funds tracked by Wall St. Rank hold FIDU as of Q3 2014.

  • KMS Financial Services held 12,978 shares of Fidelity MSCI Industrials Index ETF worth $355K as of Q3 2014.
  • KMS Financial Services sold 529 Fidelity MSCI Industrials Index ETF shares in Q3 2014, an estimated $14.7K.
  • Fidelity MSCI Industrials Index ETF made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #337 holding.
  • KMS Financial Services first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2014 and has held it in 2 quarters since.
  • KMS Financial Services's Fidelity MSCI Industrials Index ETF position peaked at $381K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.