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MassMutual Private Wealth & Trust’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio FDRR Stock Details FDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-465
Closed -$16K – 704
2019
Q4 		$16K Buy
+465
New +$15.6K ﹤0.01% 551

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BRWA
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Jane Street
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UBS Group
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CWG
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LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's FDRR Position: Q1 2020 in Review

MassMutual Private Wealth & Trust sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2020, closing a stake of 465 shares — an estimated $16K sold.

MassMutual Private Wealth & Trust first reported a position in FDRR in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 53 funds tracked by Wall St. Rank hold FDRR as of Q1 2020.

  • MassMutual Private Wealth & Trust reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 465 Fidelity Dividend ETF for Rising Rates shares in Q1 2020, an estimated $16K.
  • MassMutual Private Wealth & Trust first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2019 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Fidelity Dividend ETF for Rising Rates position peaked at $16K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2020, filed 15 May 2020.