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River Wealth Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

River Wealth Advisors’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
Q1 		– Sell
-645
Closed -$18K – 262
2018
Q4 		$18K Buy
645
+20
+3% +$608 0.01% 350
2018
Q3 		$21K Buy
625
+84
+16% +$2.87K 0.01% 368
2018
Q2 		$18K Buy
+541
New +$18.4K 0.01% 371

Other funds holding FMAT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BFM
Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

River Wealth Advisors's FMAT Position: Q1 2019 in Review

River Wealth Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2019, closing a stake of 645 shares — an estimated $18K sold.

River Wealth Advisors first reported a position in FMAT in Q2 2018 and held it in 3 quarters. The position peaked at $21K in Q3 2018. 51 funds tracked by Wall St. Rank hold FMAT as of Q1 2019.

  • River Wealth Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 645 Fidelity MSCI Materials Index ETF shares in Q1 2019, an estimated $18K.
  • River Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Fidelity MSCI Materials Index ETF position peaked at $21K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.