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	$3	Buy	+100	New	+$3.31K	﹤0.01%	1756

Other funds holding FSTA

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Commonwealth Equity Services

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