Marino Stram & Associates’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Marino Stram & Associates’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
2019 Q2	–	Sell	-3,107	Closed	-$119K	–	249
2019 Q1	$119K	Buy	3,107 +2,618	+535%	+$96.5K	0.09%	105
2018 Q4	$16K	Sell	489 -1,217	-71%	-$43.9K	0.01%	229
2018 Q3	$69K	Buy	1,706 +1,219	+250%	+$47.9K	0.06%	150
2018 Q2	$18K	Sell	487 -3,214	-87%	-$122K	0.02%	254
2018 Q1	$140K	Buy	3,701 +668	+22%	+$26.2K	0.13%	95
2017 Q4	$117K	Buy	+3,033	New	+$113K	0.11%	104

Other funds holding FIDU

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marino Stram & Associates's FIDU Position: Q2 2019 in Review

Marino Stram & Associates sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2019, closing a stake of 3,107 shares — an estimated $119K sold.

Marino Stram & Associates first reported a position in FIDU in Q4 2017 and held it in 6 quarters. The position peaked at $140K in Q1 2018. 85 funds tracked by Wall St. Rank hold FIDU as of Q2 2019.

Marino Stram & Associates reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 3,107 Fidelity MSCI Industrials Index ETF shares in Q2 2019, an estimated $119K.
Marino Stram & Associates first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's Fidelity MSCI Industrials Index ETF position peaked at $140K in Q1 2018.
85 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.