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Traphagen Investment Advisors’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Traphagen Investment Advisors’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,407
Closed -$321K – 129
2020
Q1 		$321K Sell
6,407
-6,466
-50% -$342K 0.09% 85
2019
Q4 		$682K Buy
12,873
+1,230
+11% +$65.2K 0.16% 50
2019
Q3 		$617K Buy
11,643
+6,157
+112% +$324K 0.16% 52
2019
Q2 		$284K Buy
+5,486
New +$277K 0.08% 90

Other funds holding FCOR

LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $349M AUM 20.19% 1-Year Est. Return
PP
Professional Planning Thousand Oaks, California $209M AUM 25.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Traphagen Investment Advisors's FCOR Position: Q2 2020 in Review

Traphagen Investment Advisors sold out of Fidelity Corporate Bond ETF (FCOR) in Q2 2020, closing a stake of 6,407 shares — an estimated $321K sold.

Traphagen Investment Advisors first reported a position in FCOR in Q2 2019 and held it in 4 quarters. The position peaked at $682K in Q4 2019. 33 funds tracked by Wall St. Rank hold FCOR as of Q2 2020.

  • Traphagen Investment Advisors reported no remaining Fidelity Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Traphagen Investment Advisors sold 6,407 Fidelity Corporate Bond ETF shares in Q2 2020, an estimated $321K.
  • Traphagen Investment Advisors first reported a position in Fidelity Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
  • Traphagen Investment Advisors's Fidelity Corporate Bond ETF position peaked at $682K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2020.

Based on Traphagen Investment Advisors's 13F filing for Q2 2020, filed 17 Jun 2024.