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Pure Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Pure Financial Advisors’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,081
Closed -$205K – 28
2017
Q3 		$205K Buy
4,081
+5
+0.1% +$252 0.05% 107
2017
Q2 		$204K Hold
4,076
– – 0.06% 103
2017
Q1 		$203K Hold
4,076
– – 0.06% 103
2016
Q4 		$203K Buy
+4,076
New +$204K 0.06% 98

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return

Pure Financial Advisors's FBND Position: Q4 2017 in Review

Pure Financial Advisors sold out of Fidelity Total Bond ETF (FBND) in Q4 2017, closing a stake of 4,081 shares — an estimated $205K sold.

Pure Financial Advisors first reported a position in FBND in Q4 2016 and held it in 4 quarters. The position peaked at $205K in Q3 2017. 49 funds tracked by Wall St. Rank hold FBND as of Q4 2017.

  • Pure Financial Advisors reported no remaining Fidelity Total Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Pure Financial Advisors sold 4,081 Fidelity Total Bond ETF shares in Q4 2017, an estimated $205K.
  • Pure Financial Advisors first reported a position in Fidelity Total Bond ETF in Q4 2016 and held it in 4 quarters.
  • Pure Financial Advisors's Fidelity Total Bond ETF position peaked at $205K in Q3 2017.
  • 49 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2017.

Based on Pure Financial Advisors's 13F filing for Q4 2017, filed 10 Jan 2018.