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Portfolio Strategies’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Portfolio Strategies’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
2018
Q4 		– Sell
-217,128
Closed -$8.73M – 87
2018
Q3 		$8.73M Sell
217,128
-1,615
-0.7% -$63.4K 5.1% 6
2018
Q2 		$8.11M Sell
218,743
-2,464
-1% -$93.6K 5.39% 5
2018
Q1 		$8.36M Sell
221,207
-1,278
-0.6% -$50.1K 6.44% 4
2017
Q4 		$8.61M Buy
+222,485
New +$8.3M 5.94% 4

Other funds holding FIDU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Portfolio Strategies's FIDU Position: Q4 2018 in Review

Portfolio Strategies sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2018, closing a stake of 217,128 shares — an estimated $8.73M sold.

Portfolio Strategies first reported a position in FIDU in Q4 2017 and held it in 4 quarters. The position peaked at $8.73M in Q3 2018. 73 funds tracked by Wall St. Rank hold FIDU as of Q4 2018.

  • Portfolio Strategies reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 217,128 Fidelity MSCI Industrials Index ETF shares in Q4 2018, an estimated $8.73M.
  • Portfolio Strategies first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's Fidelity MSCI Industrials Index ETF position peaked at $8.73M in Q3 2018.
  • 73 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.