WP
FCOM icon

WealthSource Partners’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

WealthSource Partners’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
2019
Q4 		– Sell
-6,106
Closed -$202K – 426
2019
Q3 		$202K Buy
+6,106
New +$206K 0.03% 409

Other funds holding FCOM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WealthSource Partners's FCOM Position: Q4 2019 in Review

WealthSource Partners sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2019, closing a stake of 6,106 shares — an estimated $202K sold.

WealthSource Partners first reported a position in FCOM in Q3 2019 and held it in 1 quarter. The position peaked at $202K in Q3 2019. 77 funds tracked by Wall St. Rank hold FCOM as of Q4 2019.

  • WealthSource Partners reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 6,106 Fidelity MSCI Communication Services Index ETF shares in Q4 2019, an estimated $202K.
  • WealthSource Partners first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2019 and held it in 1 quarter.
  • WealthSource Partners's Fidelity MSCI Communication Services Index ETF position peaked at $202K in Q3 2019.
  • 77 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.