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Sonora Investment Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Sonora Investment Management’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-170
Closed -$7K – 1684
2019
Q3 		$7K Buy
+170
New +$6.69K ﹤0.01% 1315

Other funds holding FIDU

CSIA
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Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Sonora Investment Management's FIDU Position: Q4 2019 in Review

Sonora Investment Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2019, closing a stake of 170 shares — an estimated $7K sold.

Sonora Investment Management first reported a position in FIDU in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 95 funds tracked by Wall St. Rank hold FIDU as of Q4 2019.

  • Sonora Investment Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2019 after selling out during the quarter.
  • Sonora Investment Management sold 170 Fidelity MSCI Industrials Index ETF shares in Q4 2019, an estimated $7K.
  • Sonora Investment Management first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2019 and held it in 1 quarter.
  • Sonora Investment Management's Fidelity MSCI Industrials Index ETF position peaked at $7K in Q3 2019.
  • 95 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.