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Marino Stram & Associates’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Marino Stram & Associates’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2
Closed – – 258
2019
Q1 		$0 Sell
2
-4,418
-100% -$143K ﹤0.01% 642
2018
Q4 		$70K Buy
4,420
+2,087
+89% +$68.1K 0.06% 129
2018
Q3 		$76K Buy
+2,333
New +$75.7K 0.06% 142
2018
Q1 		– Sell
-2,491
Closed -$85K – 472
2017
Q4 		$85K Buy
+2,491
New +$82.3K 0.08% 132

Other funds holding FSTA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Marino Stram & Associates sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2019, closing a stake of 2 shares.

Marino Stram & Associates first reported a position in FSTA in Q4 2017 and held it in 4 quarters. The position peaked at $85K in Q4 2017. 79 funds tracked by Wall St. Rank hold FSTA as of Q2 2019.

  • Marino Stram & Associates reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 2 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2019.
  • Marino Stram & Associates first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's Fidelity MSCI Consumer Staples Index ETF position peaked at $85K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2019.

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