WFG Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

WFG Advisors’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
2017 Q2	$22K	Buy	631 +22	+4%	+$777	0.01%	920
2017 Q1	$21K	Sell	609 -31	-5%	-$1.05K	0.01%	867
2016 Q4	$21K	Buy	640 +253	+65%	+$8.05K	0.01%	920
2016 Q3	$12K	Buy	387 +1	+0.3%	+$32	﹤0.01%	1070
2016 Q2	$12K	Buy	386 +1	+0.3%	+$31	﹤0.01%	1038
2016 Q1	$12K	Buy	385 +12	+3%	+$350	﹤0.01%	1006
2015 Q4	$11K	Buy	373 +258	+224%	+$8.04K	﹤0.01%	1051
2015 Q3	$3K	Sell	115 -3,525	-97%	-$108K	﹤0.01%	1348
2015 Q2	$112K	Buy	3,640 +30	+0.8%	+$927	0.03%	504
2015 Q1	$110K	Buy	3,610 +2,498	+225%	+$74.2K	0.03%	507
2014 Q4	$32K	Buy	+1,112	New	+$30.8K	0.01%	1061

Other funds holding FDIS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFG Advisors's FDIS Position: Q2 2017 in Review

WFG Advisors increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 3.6% in Q2 2017, buying an estimated $777 and bringing the position to 631 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #920.

WFG Advisors first reported a position in FDIS in Q4 2014 and has held it in 11 quarters since. The position peaked at $112K in Q2 2015. 53 funds tracked by Wall St. Rank hold FDIS as of Q2 2017.

WFG Advisors held 631 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $22K as of Q2 2017.
WFG Advisors bought 22 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2017, an estimated $777.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #920 holding.
WFG Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2014 and has held it in 11 quarters since.
WFG Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $112K in Q2 2015.
53 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.