MWM
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MinichMacGregor Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

MinichMacGregor Wealth Management’s Portfolio FLTB Stock Details FLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-43
Closed -$2K – 226
2018
Q3 		$2K Buy
+43
New +$2.12K ﹤0.01% 448

Other funds holding FLTB

MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MinichMacGregor Wealth Management's FLTB Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2018, closing a stake of 43 shares — an estimated $2K sold.

MinichMacGregor Wealth Management first reported a position in FLTB in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 38 funds tracked by Wall St. Rank hold FLTB as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 43 Fidelity Limited Term Bond ETF shares in Q4 2018, an estimated $2K.
  • MinichMacGregor Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q3 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Fidelity Limited Term Bond ETF position peaked at $2K in Q3 2018.
  • 38 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.