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Maltin Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Maltin Wealth Management’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-69,046
Closed -$2.37M – 91
2019
Q4 		$2.37M Buy
+69,046
New +$2.28M 1.53% 22

Other funds holding FMAT

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BFM
Broadview Financial Management Wauwatosa, Wisconsin $164M AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Maltin Wealth Management's FMAT Position: Q1 2020 in Review

Maltin Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2020, closing a stake of 69,046 shares — an estimated $2.37M sold.

Maltin Wealth Management first reported a position in FMAT in Q4 2019 and held it in 1 quarter. The position peaked at $2.37M in Q4 2019. 51 funds tracked by Wall St. Rank hold FMAT as of Q1 2020.

  • Maltin Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 69,046 Fidelity MSCI Materials Index ETF shares in Q1 2020, an estimated $2.37M.
  • Maltin Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $2.37M in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.