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MKD Wealth Coaches’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

MKD Wealth Coaches’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,487
Closed -$747K – 41
2019
Q4 		$747K Sell
15,487
-314
-2% -$14.6K 0.64% 27
2019
Q3 		$723K Buy
15,801
+204
+1% +$9.39K 0.75% 22
2019
Q2 		$713K Buy
+15,597
New +$702K 0.64% 24

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

MKD Wealth Coaches's FDIS Position: Q1 2020 in Review

MKD Wealth Coaches sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2020, closing a stake of 15,487 shares — an estimated $747K sold.

MKD Wealth Coaches first reported a position in FDIS in Q2 2019 and held it in 3 quarters. The position peaked at $747K in Q4 2019. 101 funds tracked by Wall St. Rank hold FDIS as of Q1 2020.

  • MKD Wealth Coaches reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2020 after selling out during the quarter.
  • MKD Wealth Coaches sold 15,487 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2020, an estimated $747K.
  • MKD Wealth Coaches first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2019 and held it in 3 quarters.
  • MKD Wealth Coaches's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $747K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2020.

Based on MKD Wealth Coaches's 13F filing for Q1 2020, filed 12 May 2020.