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River Wealth Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

River Wealth Advisors’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-889
Closed -$27K – 269
2018
Q4 		$27K Buy
889
+90
+11% +$2.94K 0.01% 312
2018
Q3 		$26K Buy
799
+251
+46% +$8.14K 0.01% 352
2018
Q2 		$17K Buy
+548
New +$16.8K 0.01% 381

Other funds holding FSTA

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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

River Wealth Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2019, closing a stake of 889 shares — an estimated $27K sold.

River Wealth Advisors first reported a position in FSTA in Q2 2018 and held it in 3 quarters. The position peaked at $27K in Q4 2018. 71 funds tracked by Wall St. Rank hold FSTA as of Q1 2019.

  • River Wealth Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 889 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2019, an estimated $27K.
  • River Wealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $27K in Q4 2018.
  • 71 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2019.

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