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Parkside Financial Bank & Trust’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Parkside Financial Bank & Trust’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
Q3 		– Sell
-9
Closed – – 1554
2018
Q2 		$0 Buy
+9
New +$373 ﹤0.01% 1553
2016
Q4 		– Sell
-3,623
Closed -$114K – 1397
2016
Q3 		$114K Buy
+3,623
New +$114K 0.05% 217

Other funds holding FDIS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Parkside Financial Bank & Trust's FDIS Position: Q3 2018 in Review

Parkside Financial Bank & Trust sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2018, closing a stake of 9 shares.

Parkside Financial Bank & Trust first reported a position in FDIS in Q3 2016 and held it in 2 quarters. The position peaked at $114K in Q3 2016. 93 funds tracked by Wall St. Rank hold FDIS as of Q3 2018.

  • Parkside Financial Bank & Trust reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2018 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 9 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2018.
  • Parkside Financial Bank & Trust first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2016 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $114K in Q3 2016.
  • 93 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2018.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2018, filed 12 Oct 2018.