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Strategic Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Strategic Wealth Management’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
Q2 		– Sell
-53,167
Closed -$2.01M – 58
2020
Q1 		$2.01M Buy
+53,167
New +$2.44M 2.66% 12

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Wealth Management's FDIS Position: Q2 2020 in Review

Strategic Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2020, closing a stake of 53,167 shares — an estimated $2.01M sold.

Strategic Wealth Management first reported a position in FDIS in Q1 2020 and held it in 1 quarter. The position peaked at $2.01M in Q1 2020. 110 funds tracked by Wall St. Rank hold FDIS as of Q2 2020.

  • Strategic Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2020 after selling out during the quarter.
  • Strategic Wealth Management sold 53,167 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2020, an estimated $2.01M.
  • Strategic Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2020 and held it in 1 quarter.
  • Strategic Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2.01M in Q1 2020.
  • 110 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2020.

Based on Strategic Wealth Management's 13F filing for Q2 2020, filed 26 Aug 2020.