Psagot Value Holdings’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Psagot Value Holdings’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
2017 Q1	–	Sell	-11,000	Closed	-$343K	–	345
2016 Q4	$343K	Sell	11,000 -1,500	-12%	-$46.7K	0.01%	189
2016 Q3	$399K	Sell	12,500 -1,500	-11%	-$49K	0.02%	188
2016 Q2	$462K	Sell	14,000 -1,000	-7%	-$31.8K	0.02%	169
2016 Q1	$475K	Buy	+15,000	New	+$455K	0.02%	204

Other funds holding FSTA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

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

Goldman Sachs New York $1.15T AUM 47.82% 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 $1.97B AUM 20.77% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Psagot Value Holdings's FSTA Position: Q1 2017 in Review

Psagot Value Holdings sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2017, closing a stake of 11,000 shares — an estimated $343K sold.

Psagot Value Holdings first reported a position in FSTA in Q1 2016 and held it in 4 quarters. The position peaked at $475K in Q1 2016. 49 funds tracked by Wall St. Rank hold FSTA as of Q1 2017.

Psagot Value Holdings reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2017 after selling out during the quarter.
Psagot Value Holdings sold 11,000 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2017, an estimated $343K.
Psagot Value Holdings first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2016 and held it in 4 quarters.
Psagot Value Holdings's Fidelity MSCI Consumer Staples Index ETF position peaked at $475K in Q1 2016.
49 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2017.

Based on Psagot Value Holdings's 13F filing for Q1 2017, filed 15 May 2017.