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Seven Springs Wealth Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Seven Springs Wealth Group’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
2020
Q1 		– Sell
-4,301
Closed -$208K – 157
2019
Q4 		$208K Buy
+4,301
New +$200K 0.14% 47

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Commonwealth Equity Services
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Envestnet Asset Management
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KCM
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SPL
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Seven Springs Wealth Group's FDIS Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2020, closing a stake of 4,301 shares — an estimated $208K sold.

Seven Springs Wealth Group first reported a position in FDIS in Q4 2019 and held it in 1 quarter. The position peaked at $208K in Q4 2019. 101 funds tracked by Wall St. Rank hold FDIS as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 4,301 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2020, an estimated $208K.
  • Seven Springs Wealth Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $208K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.