Rehmann Capital Advisory Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-597	Closed	-$23.7K	–	1811
2019 Q2	$23.7K	Hold	597	–	–	﹤0.01%	1088
2019 Q1	$22.8K	Buy	+597	New	+$22K	﹤0.01%	1083
2018 Q4	–	Sell	-597	Closed	-$24K	–	1921
2018 Q3	$24K	Hold	597	–	–	﹤0.01%	1060
2018 Q2	$22.1K	Sell	597 -184	-24%	-$6.99K	﹤0.01%	1068
2018 Q1	$30K	Buy	+781	New	+$30.6K	﹤0.01%	934
2017 Q3	–	Sell	-20,207	Closed	-$703K	–	383
2017 Q2	$703K	Buy	20,207 +803	+4%	+$27.5K	0.13%	139
2017 Q1	$651K	Buy	19,404 +1,429	+8%	+$47.6K	0.11%	158
2016 Q4	$579K	Sell	17,975 -1,196	-6%	-$37.2K	0.11%	166
2016 Q3	$580K	Buy	+19,171	New	+$577K	0.11%	161

Other funds holding FIDU

CSIA

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

Rehmann Capital Advisory Group sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2019, closing a stake of 597 shares — an estimated $23.7K sold.

Rehmann Capital Advisory Group first reported a position in FIDU in Q3 2016 and held it in 9 quarters. The position peaked at $703K in Q2 2017. 89 funds tracked by Wall St. Rank hold FIDU as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 597 Fidelity MSCI Industrials Index ETF shares in Q3 2019, an estimated $23.7K.
Rehmann Capital Advisory Group first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2016 and held it in 9 quarters.
Rehmann Capital Advisory Group's Fidelity MSCI Industrials Index ETF position peaked at $703K in Q2 2017.
89 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2019.

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