PCIA
FDIS icon

Prime Capital Investment Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Prime Capital Investment Advisors’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-70
Closed -$3K – 518
2019
Q4 		$3K Buy
+70
New +$3.26K ﹤0.01% 541

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Prime Capital Investment Advisors's FDIS Position: Q1 2020 in Review

Prime Capital Investment Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2020, closing a stake of 70 shares — an estimated $3K sold.

Prime Capital Investment Advisors first reported a position in FDIS in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 101 funds tracked by Wall St. Rank hold FDIS as of Q1 2020.

  • Prime Capital Investment Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2020 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 70 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2020, an estimated $3K.
  • Prime Capital Investment Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2019 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $3K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2020.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.