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LVZ Inc’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

LVZ Inc’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
Q2 		– Sell
-242,804
Closed -$9.19M – 73
2018
Q1 		$9.19M Buy
242,804
+3,559
+1% +$140K 2.49% 14
2017
Q4 		$9.26M Buy
239,245
+5,363
+2% +$200K 2.74% 14
2017
Q3 		$8.55M Buy
233,882
+11,490
+5% +$404K 2.75% 14
2017
Q2 		$7.74M Buy
222,392
+9,008
+4% +$308K 2.68% 14
2017
Q1 		$7.16M Buy
+213,384
New +$7.11M 2.63% 14

Other funds holding FIDU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

LVZ Inc's FIDU Position: Q2 2018 in Review

LVZ Inc sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2018, closing a stake of 242,804 shares — an estimated $9.19M sold.

LVZ Inc first reported a position in FIDU in Q1 2017 and held it in 5 quarters. The position peaked at $9.26M in Q4 2017. 79 funds tracked by Wall St. Rank hold FIDU as of Q2 2018.

  • LVZ Inc reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2018 after selling out during the quarter.
  • LVZ Inc sold 242,804 Fidelity MSCI Industrials Index ETF shares in Q2 2018, an estimated $9.19M.
  • LVZ Inc first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2017 and held it in 5 quarters.
  • LVZ Inc's Fidelity MSCI Industrials Index ETF position peaked at $9.26M in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2018.

Based on LVZ Inc's 13F filing for Q2 2018, filed 2 Aug 2018.