Rehmann Capital Advisory Group’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Rehmann Capital Advisory Group’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-61	Closed	-$2K	–	1817
2019 Q2	$2K	Buy	+61	New	+$1.94K	﹤0.01%	1780
2015 Q1	–	Sell	-19,506	Closed	-$537K	–	347
2014 Q4	$537K	Buy	19,506 +140	+0.7%	+$3.82K	0.12%	145
2014 Q3	$540K	Sell	19,366 -8,684	-31%	-$247K	0.13%	139
2014 Q2	$796K	Buy	+28,050	New	+$772K	0.19%	95

Other funds holding FMAT

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

BFM

Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return

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

BFA

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

LTFS

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Rehmann Capital Advisory Group sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2019, closing a stake of 61 shares — an estimated $2K sold.

Rehmann Capital Advisory Group first reported a position in FMAT in Q2 2014 and held it in 4 quarters. The position peaked at $796K in Q2 2014. 58 funds tracked by Wall St. Rank hold FMAT as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 61 Fidelity MSCI Materials Index ETF shares in Q3 2019, an estimated $2K.
Rehmann Capital Advisory Group first reported a position in Fidelity MSCI Materials Index ETF in Q2 2014 and held it in 4 quarters.
Rehmann Capital Advisory Group's Fidelity MSCI Materials Index ETF position peaked at $796K in Q2 2014.
58 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2019.

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