Parisi Gray Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Parisi Gray Wealth Management’s Portfolio FLTB Stock Details FLTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-200	Closed	-$10K	–	549
2018 Q4	$10K	Hold	200	–	–	0.01%	385
2018 Q3	$10K	Hold	200	–	–	0.01%	405
2018 Q2	$10K	Buy	+200	New	+$9.88K	0.01%	415

Other funds holding FLTB

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Parisi Gray Wealth Management's FLTB Position: Q1 2019 in Review

Parisi Gray Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2019, closing a stake of 200 shares — an estimated $10K sold.

Parisi Gray Wealth Management first reported a position in FLTB in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q4 2018. 38 funds tracked by Wall St. Rank hold FLTB as of Q1 2019.

Parisi Gray Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 200 Fidelity Limited Term Bond ETF shares in Q1 2019, an estimated $10K.
Parisi Gray Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q2 2018 and held it in 3 quarters.
Parisi Gray Wealth Management's Fidelity Limited Term Bond ETF position peaked at $10K in Q4 2018.
38 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.