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OneDigital Investment Advisors’s Fidelity Value Factor ETF FVAL Stock Holding History

OneDigital Investment Advisors’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-285
Closed -$10K – 1173
2018
Q3 		$10K Hold
285
– – ﹤0.01% 826
2018
Q2 		$9K Hold
285
– – ﹤0.01% 1072
2018
Q1 		$9K Buy
+285
New +$9.5K ﹤0.01% 1055

Other funds holding FVAL

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

OneDigital Investment Advisors's FVAL Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Fidelity Value Factor ETF (FVAL) in Q4 2018, closing a stake of 285 shares — an estimated $10K sold.

OneDigital Investment Advisors first reported a position in FVAL in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 19 funds tracked by Wall St. Rank hold FVAL as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Fidelity Value Factor ETF position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 285 Fidelity Value Factor ETF shares in Q4 2018, an estimated $10K.
  • OneDigital Investment Advisors first reported a position in Fidelity Value Factor ETF in Q1 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's Fidelity Value Factor ETF position peaked at $10K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.