SWM
FDIS icon

Selective Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Selective Wealth Management’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5,140
Closed -$235K – 330
2019
Q3 		$235K Buy
+5,140
New +$237K 0.32% 26

Other funds holding FDIS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Selective Wealth Management's FDIS Position: Q4 2019 in Review

Selective Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2019, closing a stake of 5,140 shares — an estimated $235K sold.

Selective Wealth Management first reported a position in FDIS in Q3 2019 and held it in 1 quarter. The position peaked at $235K in Q3 2019. 116 funds tracked by Wall St. Rank hold FDIS as of Q4 2019.

  • Selective Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2019 after selling out during the quarter.
  • Selective Wealth Management sold 5,140 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2019, an estimated $235K.
  • Selective Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2019 and held it in 1 quarter.
  • Selective Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $235K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2019.

Based on Selective Wealth Management's 13F filing for Q4 2019, filed 10 Jan 2020.