Pacific Center for Financial Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Pacific Center for Financial Services’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,671	Closed	-$66K	–	314
2018 Q1	$66K	Hold	1,671	–	–	0.04%	91
2017 Q4	$65K	Hold	1,671	–	–	0.04%	90
2017 Q3	$60K	Hold	1,671	–	–	0.04%	93
2017 Q2	$59K	Hold	1,671	–	–	0.04%	90
2017 Q1	$58K	Hold	1,671	–	–	0.04%	91
2016 Q4	$54K	Buy	+1,671	New	+$53.1K	0.04%	93

Other funds holding FDIS

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return