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Round Table Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Round Table Services’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-15,000
Closed -$587K – 88
2020
Q2 		$587K Buy
+15,000
New +$531K 0.2% 45

Other funds holding ONEQ

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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Round Table Services's ONEQ Position: Q3 2020 in Review

Round Table Services sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2020, closing a stake of 15,000 shares — an estimated $587K sold.

Round Table Services first reported a position in ONEQ in Q2 2020 and held it in 1 quarter. The position peaked at $587K in Q2 2020. 135 funds tracked by Wall St. Rank hold ONEQ as of Q3 2020.

  • Round Table Services reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2020 after selling out during the quarter.
  • Round Table Services sold 15,000 Fidelity Nasdaq Composite Index ETF shares in Q3 2020, an estimated $587K.
  • Round Table Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2020 and held it in 1 quarter.
  • Round Table Services's Fidelity Nasdaq Composite Index ETF position peaked at $587K in Q2 2020.
  • 135 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2020.

Based on Round Table Services's 13F filing for Q3 2020, filed 21 Oct 2020.