OIA
FCOM icon

Optimum Investment Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Optimum Investment Advisors’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
2018
Q4 		– Sell
-400
Closed -$13K – 978
2018
Q3 		$13K Hold
400
– – ﹤0.01% 806
2018
Q2 		$11K Hold
400
– – ﹤0.01% 831
2018
Q1 		$11K Buy
+400
New +$12K ﹤0.01% 811

Other funds holding FCOM

PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's FCOM Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2018, closing a stake of 400 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in FCOM in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 40 funds tracked by Wall St. Rank hold FCOM as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 Fidelity MSCI Communication Services Index ETF shares in Q4 2018, an estimated $13K.
  • Optimum Investment Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $13K in Q3 2018.
  • 40 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.