Private Capital Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Private Capital Group’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-130	Closed	-$5K	–	2044
2019 Q3	$5K	Buy	130 +30	+30%	+$1.08K	﹤0.01%	1662
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1810
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	1800
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	1769
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	1845
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	1789
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	1748
2017 Q4	$3K	Buy	+100	New	+$3.31K	﹤0.01%	1756

Other funds holding FSTA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Capital Group's FSTA Position: Q4 2019 in Review

Private Capital Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2019, closing a stake of 130 shares — an estimated $5K sold.

Private Capital Group first reported a position in FSTA in Q4 2017 and held it in 8 quarters. The position peaked at $5K in Q3 2019. 95 funds tracked by Wall St. Rank hold FSTA as of Q4 2019.

Private Capital Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 130 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2019, an estimated $5K.
Private Capital Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2017 and held it in 8 quarters.
Private Capital Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $5K in Q3 2019.
95 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.