Mid Atlantic Financial Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Mid Atlantic Financial Management’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$972K	Sell	18,204 -390	-2%	-$21.5K	0.07%	265
2021 Q2	$1.01M	Sell	18,594 -47	-0.3%	-$2.46K	0.07%	248
2021 Q1	$919K	Sell	18,641 -492	-3%	-$23.8K	0.07%	258
2020 Q4	$871K	Buy	19,133 +793	+4%	+$33.5K	0.07%	252
2020 Q3	$768K	Buy	18,340 +1,774	+11%	+$68.3K	0.07%	260
2020 Q2	$585K	Buy	16,566 +147	+0.9%	+$4.94K	0.06%	295
2020 Q1	$477K	Buy	+16,419	New	+$565K	0.05%	313

Other funds holding FCOM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Mid Atlantic Financial Management's FCOM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 2.1% in Q3 2021, selling an estimated $21.5K and leaving 18,204 shares worth $972K. The position accounts for 0.07% of the portfolio, ranked #265.

Mid Atlantic Financial Management first reported a position in FCOM in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2021. 123 funds tracked by Wall St. Rank hold FCOM as of Q3 2021.

Mid Atlantic Financial Management held 18,204 shares of Fidelity MSCI Communication Services Index ETF worth $972K as of Q3 2021.
Mid Atlantic Financial Management sold 390 Fidelity MSCI Communication Services Index ETF shares in Q3 2021, an estimated $21.5K.
Fidelity MSCI Communication Services Index ETF made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #265 holding.
Mid Atlantic Financial Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2020 and has held it in 7 quarters since.
Mid Atlantic Financial Management's Fidelity MSCI Communication Services Index ETF position peaked at $1.01M in Q2 2021.
123 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.