Pinnacle Family Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Pinnacle Family Advisors’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-23,518	Closed	-$790K	–	63
2018 Q3	$790K	Sell	23,518 -1,809	-7%	-$61.9K	0.42%	37
2018 Q2	$854K	Sell	25,327 -156	-0.6%	-$5.31K	0.45%	40
2018 Q1	$840K	Buy	25,483 +488	+2%	+$17.1K	0.48%	37
2017 Q4	$876K	Buy	24,995 +732	+3%	+$25K	0.4%	48
2017 Q3	$801K	Buy	+24,263	New	+$773K	0.38%	48

Other funds holding FMAT

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BFM

Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LTFS

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

Pinnacle Family Advisors's FMAT Position: Q4 2018 in Review

Pinnacle Family Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2018, closing a stake of 23,518 shares — an estimated $790K sold.

Pinnacle Family Advisors first reported a position in FMAT in Q3 2017 and held it in 5 quarters. The position peaked at $876K in Q4 2017. 50 funds tracked by Wall St. Rank hold FMAT as of Q4 2018.

Pinnacle Family Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2018 after selling out during the quarter.
Pinnacle Family Advisors sold 23,518 Fidelity MSCI Materials Index ETF shares in Q4 2018, an estimated $790K.
Pinnacle Family Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q3 2017 and held it in 5 quarters.
Pinnacle Family Advisors's Fidelity MSCI Materials Index ETF position peaked at $876K in Q4 2017.
50 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2018.

Based on Pinnacle Family Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.