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Newfound Research’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Newfound Research’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
Q4 		– Sell
-28,218
Closed -$1.09M – 137
2020
Q3 		$1.09M Sell
28,218
-22,173
-44% -$854K 3.11% 16
2020
Q2 		$1.78M Buy
+50,391
New +$1.69M 2.21% 23
2020
Q1 		– Sell
-57,283
Closed -$2.05M – 119
2019
Q4 		$2.05M Sell
57,283
-1,603
-3% -$55.2K 1.92% 25
2019
Q3 		$1.95M Buy
58,886
+554
+0.9% +$18.7K 1.71% 26
2019
Q2 		$1.93M Buy
58,332
+14,460
+33% +$478K 1.67% 26
2019
Q1 		$1.4M Buy
+43,872
New +$1.37M 1.02% 32
2018
Q3 		– Sell
-11,315
Closed -$322K – 191
2018
Q2 		$322K Buy
11,315
+3,798
+51% +$109K 0.18% 26
2018
Q1 		$214K Buy
7,517
+770
+11% +$23.2K 0.12% 30
2017
Q4 		$209K Buy
6,747
+1,277
+23% +$40.1K 0.11% 47
2017
Q3 		$177K Buy
5,470
+5,083
+1,313% +$164K 0.1% 44
2017
Q2 		$12K Buy
387
+284
+276% +$9.24K 0.01% 66
2017
Q1 		$3K Buy
+103
New +$3.25K ﹤0.01% 84

Other funds holding FCOM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Newfound Research's FCOM Position: Q4 2020 in Review

Newfound Research sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2020, closing a stake of 28,218 shares — an estimated $1.09M sold.

Newfound Research first reported a position in FCOM in Q1 2017 and held it in 12 quarters. The position peaked at $2.05M in Q4 2019. 99 funds tracked by Wall St. Rank hold FCOM as of Q4 2020.

  • Newfound Research reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2020 after selling out during the quarter.
  • Newfound Research sold 28,218 Fidelity MSCI Communication Services Index ETF shares in Q4 2020, an estimated $1.09M.
  • Newfound Research first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2017 and held it in 12 quarters.
  • Newfound Research's Fidelity MSCI Communication Services Index ETF position peaked at $2.05M in Q4 2019.
  • 99 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2020.

Based on Newfound Research's 13F filing for Q4 2020, filed 22 Jan 2021.