Penserra Capital Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Penserra Capital Management’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,605	Closed	-$278K	–	908
2019 Q3	$278K	Buy	+7,605	New	+$273K	0.02%	373
2019 Q1	–	Sell	-48,882	Closed	-$1.49M	–	746
2018 Q4	$1.49M	Buy	+48,882	New	+$1.6M	0.14%	136

Other funds holding FSTA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

Penserra Capital Management's FSTA Position: Q4 2019 in Review

Penserra Capital Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2019, closing a stake of 7,605 shares — an estimated $278K sold.

Penserra Capital Management first reported a position in FSTA in Q4 2018 and held it in 2 quarters. The position peaked at $1.49M in Q4 2018. 95 funds tracked by Wall St. Rank hold FSTA as of Q4 2019.

Penserra Capital Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2019 after selling out during the quarter.
Penserra Capital Management sold 7,605 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2019, an estimated $278K.
Penserra Capital Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2018 and held it in 2 quarters.
Penserra Capital Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.49M in Q4 2018.
95 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2019.

Based on Penserra Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.