MKD Wealth Coaches’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

MKD Wealth Coaches’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
2020 Q2	–	Sell	-19,500	Closed	-$566K	–	33
2020 Q1	$566K	Sell	19,500 -1,191	-6%	-$41K	0.76%	25
2019 Q4	$740K	Sell	20,691 -416	-2%	-$14.3K	0.63%	28
2019 Q3	$698K	Buy	21,107 +275	+1%	+$9.27K	0.73%	26
2019 Q2	$690K	Buy	+20,832	New	+$689K	0.62%	27

Other funds holding FCOM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

RWP

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MKD Wealth Coaches's FCOM Position: Q2 2020 in Review

MKD Wealth Coaches sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2020, closing a stake of 19,500 shares — an estimated $566K sold.

MKD Wealth Coaches first reported a position in FCOM in Q2 2019 and held it in 4 quarters. The position peaked at $740K in Q4 2019. 90 funds tracked by Wall St. Rank hold FCOM as of Q2 2020.

MKD Wealth Coaches reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2020 after selling out during the quarter.
MKD Wealth Coaches sold 19,500 Fidelity MSCI Communication Services Index ETF shares in Q2 2020, an estimated $566K.
MKD Wealth Coaches first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2019 and held it in 4 quarters.
MKD Wealth Coaches's Fidelity MSCI Communication Services Index ETF position peaked at $740K in Q4 2019.
90 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2020.

Based on MKD Wealth Coaches's 13F filing for Q2 2020, filed 11 Aug 2020.