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Stone House Investment Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Stone House Investment Management’s Portfolio FDVV Stock Details FDVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,705
Closed -$51K – 84
2019
Q1 		$51K Buy
+1,705
New +$50K 0.03% 92

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Stone House Investment Management's FDVV Position: Q2 2019 in Review

Stone House Investment Management sold out of Fidelity High Dividend ETF (FDVV) in Q2 2019, closing a stake of 1,705 shares — an estimated $51K sold.

Stone House Investment Management first reported a position in FDVV in Q1 2019 and held it in 1 quarter. The position peaked at $51K in Q1 2019. 41 funds tracked by Wall St. Rank hold FDVV as of Q2 2019.

  • Stone House Investment Management reported no remaining Fidelity High Dividend ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 1,705 Fidelity High Dividend ETF shares in Q2 2019, an estimated $51K.
  • Stone House Investment Management first reported a position in Fidelity High Dividend ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's Fidelity High Dividend ETF position peaked at $51K in Q1 2019.
  • 41 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.