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WFG Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

WFG Advisors’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$21K Sell
651
-32
-5% -$1.07K ﹤0.01% 941
2017
Q1 		$22K Sell
683
-67
-9% -$2.17K 0.01% 860
2016
Q4 		$23K Buy
750
+4
+0.5% +$125 0.01% 900
2016
Q3 		$24K Buy
746
+3
+0.4% +$98 0.01% 902
2016
Q2 		$24K Buy
743
+253
+52% +$8.04K 0.01% 876
2016
Q1 		$16K Buy
490
+12
+3% +$364 ﹤0.01% 935
2015
Q4 		$14K Buy
478
+72
+18% +$2.15K ﹤0.01% 990
2015
Q3 		$12K Buy
406
+5
+1% +$147 ﹤0.01% 1043
2015
Q2 		$12K Sell
401
-444
-53% -$13.1K ﹤0.01% 1126
2015
Q1 		$25K Sell
845
-650
-43% -$19.3K 0.01% 922
2014
Q4 		$44K Buy
1,495
+1,095
+274% +$31.4K 0.01% 927
2014
Q3 		$11K Hold
400
– – ﹤0.01% 1461
2014
Q2 		$11K Buy
400
+200
+100% +$5.36K ﹤0.01% 1451
2014
Q1 		$5K Buy
+200
New +$5.09K ﹤0.01% 1616

Other funds holding FSTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return