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Pinnacle Bancorp’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Pinnacle Bancorp’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-185
Closed -$7K – 671
2019
Q4 		$7K Buy
185
+6
+3% +$213 ﹤0.01% 574
2019
Q3 		$6K Hold
179
– – ﹤0.01% 626
2019
Q2 		$6K Hold
179
– – ﹤0.01% 613
2019
Q1 		$6K Hold
179
– – ﹤0.01% 608
2018
Q4 		$5K Buy
+179
New +$5.74K ﹤0.01% 636

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Bancorp's FDMO Position: Q1 2020 in Review

Pinnacle Bancorp sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2020, closing a stake of 185 shares — an estimated $7K sold.

Pinnacle Bancorp first reported a position in FDMO in Q4 2018 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 31 funds tracked by Wall St. Rank hold FDMO as of Q1 2020.

  • Pinnacle Bancorp reported no remaining Fidelity Momentum Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Pinnacle Bancorp sold 185 Fidelity Momentum Factor ETF shares in Q1 2020, an estimated $7K.
  • Pinnacle Bancorp first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and held it in 5 quarters.
  • Pinnacle Bancorp's Fidelity Momentum Factor ETF position peaked at $7K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2020.

Based on Pinnacle Bancorp's 13F filing for Q1 2020, filed 9 Apr 2020.