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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

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
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
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
RW
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.