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Mirsky Financial Management’s Fidelity Value Factor ETF FVAL Stock Holding History

Mirsky Financial Management’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,861
Closed -$261K – 36
2019
Q4 		$261K Hold
6,861
– – 0.17% 33
2019
Q3 		$236K Sell
6,861
-330
-5% -$11.2K 0.17% 31
2019
Q2 		$244K Sell
7,191
-837
-10% -$28.2K 0.18% 32
2019
Q1 		$266K Sell
8,028
-540
-6% -$17.5K 0.21% 31
2018
Q4 		$255K Buy
+8,568
New +$279K 0.22% 28

Other funds holding FVAL

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Mirsky Financial Management's FVAL Position: Q1 2020 in Review

Mirsky Financial Management sold out of Fidelity Value Factor ETF (FVAL) in Q1 2020, closing a stake of 6,861 shares — an estimated $261K sold.

Mirsky Financial Management first reported a position in FVAL in Q4 2018 and held it in 5 quarters. The position peaked at $266K in Q1 2019. 27 funds tracked by Wall St. Rank hold FVAL as of Q1 2020.

  • Mirsky Financial Management reported no remaining Fidelity Value Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Mirsky Financial Management sold 6,861 Fidelity Value Factor ETF shares in Q1 2020, an estimated $261K.
  • Mirsky Financial Management first reported a position in Fidelity Value Factor ETF in Q4 2018 and held it in 5 quarters.
  • Mirsky Financial Management's Fidelity Value Factor ETF position peaked at $266K in Q1 2019.
  • 27 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q1 2020.

Based on Mirsky Financial Management's 13F filing for Q1 2020, filed 14 May 2020.