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Smith Shellnut Wilson’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Smith Shellnut Wilson’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
2021
Q3 		– Sell
-33,266
Closed -$1.54M – 165
2021
Q2 		$1.54M Buy
+33,266
New +$1.57M 0.89% 25
2017
Q3 		– Sell
-153,118
Closed -$4.01M – 140
2017
Q2 		$4.01M Buy
+153,118
New +$4.71M 4.17% 7

Other funds holding FMAT

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Smith Shellnut Wilson's FMAT Position: Q3 2021 in Review

Smith Shellnut Wilson sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2021, closing a stake of 33,266 shares — an estimated $1.54M sold.

Smith Shellnut Wilson first reported a position in FMAT in Q2 2017 and held it in 2 quarters. The position peaked at $4.01M in Q2 2017. 110 funds tracked by Wall St. Rank hold FMAT as of Q3 2021.

  • Smith Shellnut Wilson reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2021 after selling out during the quarter.
  • Smith Shellnut Wilson sold 33,266 Fidelity MSCI Materials Index ETF shares in Q3 2021, an estimated $1.54M.
  • Smith Shellnut Wilson first reported a position in Fidelity MSCI Materials Index ETF in Q2 2017 and held it in 2 quarters.
  • Smith Shellnut Wilson's Fidelity MSCI Materials Index ETF position peaked at $4.01M in Q2 2017.
  • 110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2021.

Based on Smith Shellnut Wilson's 13F filing for Q3 2021, filed 12 Nov 2021.