Raab & Moskowitz Asset Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Raab & Moskowitz Asset Management’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
2020 Q1	–	Sell	-40	Closed	-$1K	–	260
2019 Q4	$1K	Buy	+40	New	+$1.86K	﹤0.01%	512
2018 Q4	–	Sell	-45	Closed	-$2K	–	270
2018 Q3	$2K	Buy	+45	New	+$2K	﹤0.01%	506

Other funds holding FDIS

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Raab & Moskowitz Asset Management's FDIS Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2020, closing a stake of 40 shares — an estimated $1K sold.

Raab & Moskowitz Asset Management first reported a position in FDIS in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 101 funds tracked by Wall St. Rank hold FDIS as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 40 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2020, an estimated $1K.
Raab & Moskowitz Asset Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2018 and held it in 2 quarters.
Raab & Moskowitz Asset Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2K in Q3 2018.
101 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.