McCutchen Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

McCutchen Group’s Portfolio ONEQ Stock Details ONEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-8,500	Closed	-$332K	–	24
2020 Q2	$332K	Hold	8,500	–	–	0.09%	22
2020 Q1	$254K	Hold	8,500	–	–	0.08%	22
2019 Q4	$297K	Sell	8,500 -1,500	-15%	-$49.8K	0.08%	23
2019 Q3	$314K	Hold	10,000	–	–	0.09%	23
2019 Q2	$315K	Hold	10,000	–	–	0.1%	23
2019 Q1	$303K	Buy	+10,000	New	+$288K	0.1%	27

Other funds holding ONEQ

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return