Wealthspire Advisors (Maryland)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-390	Closed	-$15K	–	994
2019 Q1	$15K	Hold	390	–	–	﹤0.01%	1383
2018 Q4	$13K	Hold	390	–	–	﹤0.01%	1369
2018 Q3	$16K	Hold	390	–	–	﹤0.01%	1385
2018 Q2	$14K	Hold	390	–	–	﹤0.01%	1435
2018 Q1	$15K	Sell	390 -86	-18%	-$3.37K	﹤0.01%	1396
2017 Q4	$18K	Buy	+476	New	+$17.8K	﹤0.01%	1360

Other funds holding FIDU

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FIDU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2019, closing a stake of 390 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in FIDU in Q4 2017 and held it in 6 quarters. The position peaked at $18K in Q4 2017. 85 funds tracked by Wall St. Rank hold FIDU as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 390 Fidelity MSCI Industrials Index ETF shares in Q2 2019, an estimated $15K.
Wealthspire Advisors (Maryland) first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Fidelity MSCI Industrials Index ETF position peaked at $18K in Q4 2017.
85 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.