Regions Financial Corp’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Regions Financial Corp’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
2019 Q2	–	Sell	-500	Closed	-$22K	–	1107
2019 Q1	$22K	Hold	500	–	–	﹤0.01%	1329
2018 Q4	$19K	Hold	500	–	–	﹤0.01%	1366
2018 Q3	$23K	Hold	500	–	–	﹤0.01%	1414
2018 Q2	$21K	Buy	+500	New	+$20.7K	﹤0.01%	1449

Other funds holding FDIS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KCM

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

Regions Financial Corp's FDIS Position: Q2 2019 in Review

Regions Financial Corp sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2019, closing a stake of 500 shares — an estimated $22K sold.

Regions Financial Corp first reported a position in FDIS in Q2 2018 and held it in 4 quarters. The position peaked at $23K in Q3 2018. 95 funds tracked by Wall St. Rank hold FDIS as of Q2 2019.

Regions Financial Corp reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2019 after selling out during the quarter.
Regions Financial Corp sold 500 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2019, an estimated $22K.
Regions Financial Corp first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2018 and held it in 4 quarters.
Regions Financial Corp's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $23K in Q3 2018.
95 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2019.

Based on Regions Financial Corp's 13F filing for Q2 2019, filed 19 Jul 2019.