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WFG Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

WFG Advisors’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
2017
Q2 		$33K Buy
940
+265
+39% +$9.06K 0.01% 815
2017
Q1 		$23K Buy
675
+413
+158% +$13.8K 0.01% 849
2016
Q4 		$8K Buy
+262
New +$8.15K ﹤0.01% 1164
2014
Q4 		– Sell
-1,022
Closed -$28K – 2124
2014
Q3 		$28K Buy
1,022
+847
+484% +$23.6K 0.01% 1148
2014
Q2 		$5K Buy
+175
New +$4.86K ﹤0.01% 1655

Other funds holding FIDU

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's FIDU Position: Q2 2017 in Review

WFG Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 39% in Q2 2017, buying an estimated $9.06K and bringing the position to 940 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #815.

WFG Advisors first reported a position in FIDU in Q2 2014 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold FIDU as of Q2 2017.

  • WFG Advisors held 940 shares of Fidelity MSCI Industrials Index ETF worth $33K as of Q2 2017.
  • WFG Advisors bought 265 Fidelity MSCI Industrials Index ETF shares in Q2 2017, an estimated $9.06K.
  • Fidelity MSCI Industrials Index ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #815 holding.
  • WFG Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2014 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2017.

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