MKD Wealth Coaches’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-19,003	Closed	-$716K	–	46
2019 Q4	$716K	Sell	19,003 -429	-2%	-$15.8K	0.61%	30
2019 Q3	$711K	Buy	19,432 +295	+2%	+$10.6K	0.74%	24
2019 Q2	$665K	Buy	19,137 +228	+1%	+$7.83K	0.59%	28
2019 Q1	$640K	Sell	18,909 -1,800	-9%	-$58.1K	0.65%	24
2018 Q4	$632K	Buy	+20,709	New	+$676K	0.75%	28

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MKD Wealth Coaches sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2020, closing a stake of 19,003 shares — an estimated $716K sold.

MKD Wealth Coaches first reported a position in FSTA in Q4 2018 and held it in 5 quarters. The position peaked at $716K in Q4 2019. 92 funds tracked by Wall St. Rank hold FSTA as of Q1 2020.

MKD Wealth Coaches reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2020 after selling out during the quarter.
MKD Wealth Coaches sold 19,003 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2020, an estimated $716K.
MKD Wealth Coaches first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2018 and held it in 5 quarters.
MKD Wealth Coaches's Fidelity MSCI Consumer Staples Index ETF position peaked at $716K in Q4 2019.
92 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2020.

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