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MKD Wealth Coaches’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

MKD Wealth Coaches’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-17,253
Closed -$725K – 42
2019
Q4 		$725K Sell
17,253
-386
-2% -$15.8K 0.62% 29
2019
Q3 		$703K Buy
17,639
+222
+1% +$8.74K 0.73% 25
2019
Q2 		$692K Buy
17,417
+102
+0.6% +$3.97K 0.62% 26
2019
Q1 		$661K Buy
+17,315
New +$638K 0.67% 22

Other funds holding FIDU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

MKD Wealth Coaches sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2020, closing a stake of 17,253 shares — an estimated $725K sold.

MKD Wealth Coaches first reported a position in FIDU in Q1 2019 and held it in 4 quarters. The position peaked at $725K in Q4 2019. 79 funds tracked by Wall St. Rank hold FIDU as of Q1 2020.

  • MKD Wealth Coaches reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2020 after selling out during the quarter.
  • MKD Wealth Coaches sold 17,253 Fidelity MSCI Industrials Index ETF shares in Q1 2020, an estimated $725K.
  • MKD Wealth Coaches first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2019 and held it in 4 quarters.
  • MKD Wealth Coaches's Fidelity MSCI Industrials Index ETF position peaked at $725K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2020.

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