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Quaker Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Quaker Wealth Management’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,308
Closed -$478K – 52
2020
Q2 		$478K Sell
13,308
-10,387
-44% -$350K 0.29% 33
2020
Q1 		$721K Buy
+23,695
New +$921K 0.51% 24

Other funds holding FIDU

Lido Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

Quaker Wealth Management's FIDU Position: Q3 2020 in Review

Quaker Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2020, closing a stake of 13,308 shares — an estimated $478K sold.

Quaker Wealth Management first reported a position in FIDU in Q1 2020 and held it in 2 quarters. The position peaked at $721K in Q1 2020. 86 funds tracked by Wall St. Rank hold FIDU as of Q3 2020.

  • Quaker Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2020 after selling out during the quarter.
  • Quaker Wealth Management sold 13,308 Fidelity MSCI Industrials Index ETF shares in Q3 2020, an estimated $478K.
  • Quaker Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2020 and held it in 2 quarters.
  • Quaker Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $721K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2020.

Based on Quaker Wealth Management's 13F filing for Q3 2020, filed 30 Oct 2020.