WFG Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

WFG Advisors’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
2017 Q1	–	Sell	-283	Closed	-$8K	–	1544
2016 Q4	$8K	Buy	+283	New	+$7.94K	﹤0.01%	1166
2015 Q3	–	Sell	-3,445	Closed	-$94K	–	1640
2015 Q2	$94K	Buy	+3,445	New	+$97.6K	0.03%	548

Other funds holding FMAT

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

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

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

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

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

AIA

Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return

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

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

WFG Advisors's FMAT Position: Q1 2017 in Review

WFG Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2017, closing a stake of 283 shares — an estimated $8K sold.

WFG Advisors first reported a position in FMAT in Q2 2015 and held it in 2 quarters. The position peaked at $94K in Q2 2015. 38 funds tracked by Wall St. Rank hold FMAT as of Q1 2017.

WFG Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 283 Fidelity MSCI Materials Index ETF shares in Q1 2017, an estimated $8K.
WFG Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q2 2015 and held it in 2 quarters.
WFG Advisors's Fidelity MSCI Materials Index ETF position peaked at $94K in Q2 2015.
38 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.