PWM
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Patriot Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Patriot Wealth Management’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 		$8.94M Sell
313,801
-6,419
-2% -$194K 1.31% 27
2018
Q3 		$10.1M Buy
320,220
+7,753
+2% +$234K 1.27% 23
2018
Q2 		$8.89M Buy
+312,467
New +$8.94M 1.22% 25

Other funds holding FCOM

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $79.5B AUM 27.1% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Patriot Wealth Management's FCOM Position: Q4 2018 in Review

Patriot Wealth Management reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 2% in Q4 2018, selling an estimated $194K and leaving 313,801 shares worth $8.94M. The position accounts for 1.31% of the portfolio, ranked #27.

Patriot Wealth Management first reported a position in FCOM in Q2 2018 and has held it in 3 quarters since. The position peaked at $10.1M in Q3 2018. 40 funds tracked by Wall St. Rank hold FCOM as of Q4 2018.

  • Patriot Wealth Management held 313,801 shares of Fidelity MSCI Communication Services Index ETF worth $8.94M as of Q4 2018.
  • Patriot Wealth Management sold 6,419 Fidelity MSCI Communication Services Index ETF shares in Q4 2018, an estimated $194K.
  • Fidelity MSCI Communication Services Index ETF made up 1.31% of Patriot Wealth Management's portfolio in Q4 2018, its #27 holding.
  • Patriot Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2018 and has held it in 3 quarters since.
  • Patriot Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $10.1M in Q3 2018.
  • 40 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.