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

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

Goldman Sachs New York $761B AUM 31.28% 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

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

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