MKD Wealth Coaches’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

MKD Wealth Coaches’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-19,444	Closed	-$668K	–	43
2019 Q4	$668K	Sell	19,444 -71	-0.4%	-$2.34K	0.57%	33
2019 Q3	$631K	Buy	19,515 +337	+2%	+$10.8K	0.66%	29
2019 Q2	$629K	Buy	+19,178	New	+$609K	0.56%	30

Other funds holding FMAT

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFM

Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

RJFSA

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

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

MKD Wealth Coaches sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2020, closing a stake of 19,444 shares — an estimated $668K sold.

MKD Wealth Coaches first reported a position in FMAT in Q2 2019 and held it in 3 quarters. The position peaked at $668K in Q4 2019. 51 funds tracked by Wall St. Rank hold FMAT as of Q1 2020.

MKD Wealth Coaches reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2020 after selling out during the quarter.
MKD Wealth Coaches sold 19,444 Fidelity MSCI Materials Index ETF shares in Q1 2020, an estimated $668K.
MKD Wealth Coaches first reported a position in Fidelity MSCI Materials Index ETF in Q2 2019 and held it in 3 quarters.
MKD Wealth Coaches's Fidelity MSCI Materials Index ETF position peaked at $668K in Q4 2019.
51 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2020.

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