SIM
FCOM icon

Sonora Investment Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Sonora Investment Management’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-402
Closed -$16K – 1714
2020
Q3 		$16K Buy
+402
New +$15.5K ﹤0.01% 988
2019
Q4 		– Sell
-598
Closed -$20K – 1682
2019
Q3 		$20K Buy
+598
New +$20.1K ﹤0.01% 868

Other funds holding FCOM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Sonora Investment Management's FCOM Position: Q4 2020 in Review

Sonora Investment Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2020, closing a stake of 402 shares — an estimated $16K sold.

Sonora Investment Management first reported a position in FCOM in Q3 2019 and held it in 2 quarters. The position peaked at $20K in Q3 2019. 99 funds tracked by Wall St. Rank hold FCOM as of Q4 2020.

  • Sonora Investment Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 402 Fidelity MSCI Communication Services Index ETF shares in Q4 2020, an estimated $16K.
  • Sonora Investment Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2019 and held it in 2 quarters.
  • Sonora Investment Management's Fidelity MSCI Communication Services Index ETF position peaked at $20K in Q3 2019.
  • 99 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.