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

LBA 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
2016
Q1 		– Sell
-500
Closed -$14K – 424
2015
Q4 		$14K Hold
500
– – 0.01% 274
2015
Q3 		$13K Buy
+500
New +$13.6K 0.01% 250

Other funds holding FIDU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LBA Wealth Management's FIDU Position: Q1 2016 in Review

LBA Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2016, closing a stake of 500 shares — an estimated $14K sold.

LBA Wealth Management first reported a position in FIDU in Q3 2015 and held it in 2 quarters. The position peaked at $14K in Q4 2015. 31 funds tracked by Wall St. Rank hold FIDU as of Q1 2016.

  • LBA Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 500 Fidelity MSCI Industrials Index ETF shares in Q1 2016, an estimated $14K.
  • LBA Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2015 and held it in 2 quarters.
  • LBA Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $14K in Q4 2015.
  • 31 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.