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WealthSource Partners’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

WealthSource Partners’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-12,086
Closed -$317K – 276
2016
Q2 		$317K Buy
+12,086
New +$317K 0.12% 161

Other funds holding FMAT

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BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthSource Partners's FMAT Position: Q3 2016 in Review

WealthSource Partners sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2016, closing a stake of 12,086 shares — an estimated $317K sold.

WealthSource Partners first reported a position in FMAT in Q2 2016 and held it in 1 quarter. The position peaked at $317K in Q2 2016. 33 funds tracked by Wall St. Rank hold FMAT as of Q3 2016.

  • WealthSource Partners reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2016 after selling out during the quarter.
  • WealthSource Partners sold 12,086 Fidelity MSCI Materials Index ETF shares in Q3 2016, an estimated $317K.
  • WealthSource Partners first reported a position in Fidelity MSCI Materials Index ETF in Q2 2016 and held it in 1 quarter.
  • WealthSource Partners's Fidelity MSCI Materials Index ETF position peaked at $317K in Q2 2016.
  • 33 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2016.

Based on WealthSource Partners's 13F filing for Q3 2016, filed 2 Nov 2016.