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Rehmann Capital Advisory Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Rehmann Capital Advisory Group’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
Q3 		$8.38M Buy
+195,705
New +$9.01M 1.01% 10
2018
Q4 		– Sell
-206
Closed -$9.37K – 1912
2018
Q3 		$9.37K Sell
206
-122
-37% -$5.41K ﹤0.01% 1383
2018
Q2 		$14.1K Buy
328
+29
+10% +$1.2K ﹤0.01% 1224
2018
Q1 		$12K Buy
+299
New +$12.3K ﹤0.01% 1239

Other funds holding FDIS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Rehmann Capital Advisory Group's FDIS Position: Q3 2019 in Review

Rehmann Capital Advisory Group opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2019: 195,705 shares worth $8.38M. The stake represents 1.01% of the portfolio and ranks #10 among its holdings. This is a return to the name: Rehmann Capital Advisory Group previously reported a position in FDIS as recently as Q3 2018.

Rehmann Capital Advisory Group first reported a position in FDIS in Q1 2018 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold FDIS as of Q3 2019.

  • Rehmann Capital Advisory Group held 195,705 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $8.38M as of Q3 2019.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Rehmann Capital Advisory Group position in Q3 2019.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 1.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #10 holding.
  • Rehmann Capital Advisory Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2018 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.