Psagot Value Holdings’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Psagot Value Holdings’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
2018 Q3	–	Sell	-26,000	Closed	-$1.11M	–	368
2018 Q2	$1.11M	Sell	26,000 -3,000	-10%	-$124K	0.05%	136
2018 Q1	$1.15M	Hold	29,000	–	–	0.05%	147
2017 Q4	$1.13M	Hold	29,000	–	–	0.05%	139
2017 Q3	$1.04M	Buy	29,000 +8,000	+38%	+$285K	0.04%	153
2017 Q2	$746K	Buy	21,000 +7,000	+50%	+$247K	0.03%	160
2017 Q1	$486K	Buy	+14,000	New	+$472K	0.02%	183

Other funds holding FDIS

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

LTFS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Psagot Value Holdings's FDIS Position: Q3 2018 in Review

Psagot Value Holdings sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2018, closing a stake of 26,000 shares — an estimated $1.11M sold.

Psagot Value Holdings first reported a position in FDIS in Q1 2017 and held it in 6 quarters. The position peaked at $1.15M in Q1 2018. 93 funds tracked by Wall St. Rank hold FDIS as of Q3 2018.

Psagot Value Holdings reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2018 after selling out during the quarter.
Psagot Value Holdings sold 26,000 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2018, an estimated $1.11M.
Psagot Value Holdings first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2017 and held it in 6 quarters.
Psagot Value Holdings's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.15M in Q1 2018.
93 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2018.

Based on Psagot Value Holdings's 13F filing for Q3 2018, filed 5 Nov 2018.