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Perigon Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Perigon Wealth Management’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,516
Closed -$288K – 717
2016
Q3 		$288K Buy
+9,516
New +$286K 0.07% 184

Other funds holding FIDU

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's FIDU Position: Q4 2016 in Review

Perigon Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2016, closing a stake of 9,516 shares — an estimated $288K sold.

Perigon Wealth Management first reported a position in FIDU in Q3 2016 and held it in 1 quarter. The position peaked at $288K in Q3 2016. 42 funds tracked by Wall St. Rank hold FIDU as of Q4 2016.

  • Perigon Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 9,516 Fidelity MSCI Industrials Index ETF shares in Q4 2016, an estimated $288K.
  • Perigon Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $288K in Q3 2016.
  • 42 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.