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Laurel Wealth Advisors (North Carolina)’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio FDRR Stock Details FDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-144
Closed -$5K – 520
2019
Q2 		$5K Buy
+144
New +$4.58K ﹤0.01% 433

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AIP
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GP
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FDRR Position: Q3 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2019, closing a stake of 144 shares — an estimated $5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FDRR in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 56 funds tracked by Wall St. Rank hold FDRR as of Q3 2019.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 144 Fidelity Dividend ETF for Rising Rates shares in Q3 2019, an estimated $5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Fidelity Dividend ETF for Rising Rates position peaked at $5K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2019, filed 13 Nov 2019.