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

CSIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

LTFS

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCA

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Center for Financial Services's FDIS Position: Q2 2018 in Review

Pacific Center for Financial Services sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2018, closing a stake of 1,671 shares — an estimated $66K sold.

Pacific Center for Financial Services first reported a position in FDIS in Q4 2016 and held it in 6 quarters. The position peaked at $66K in Q1 2018. 78 funds tracked by Wall St. Rank hold FDIS as of Q2 2018.

Pacific Center for Financial Services reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2018 after selling out during the quarter.
Pacific Center for Financial Services sold 1,671 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2018, an estimated $66K.
Pacific Center for Financial Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2016 and held it in 6 quarters.
Pacific Center for Financial Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $66K in Q1 2018.
78 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2018.

Based on Pacific Center for Financial Services's 13F filing for Q2 2018, filed 14 Aug 2018.