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 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

Goldman Sachs New York $1.15T AUM 47.82% 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

ASN

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

WFG Advisors's FSTA Position: Q2 2017 in Review

WFG Advisors reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 4.7% in Q2 2017, selling an estimated $1.07K and leaving 651 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

WFG Advisors first reported a position in FSTA in Q1 2014 and has held it in 14 quarters since. The position peaked at $44K in Q4 2014. 57 funds tracked by Wall St. Rank hold FSTA as of Q2 2017.

WFG Advisors held 651 shares of Fidelity MSCI Consumer Staples Index ETF worth $21K as of Q2 2017.
WFG Advisors sold 32 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2017, an estimated $1.07K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #941 holding.
WFG Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2014 and has held it in 14 quarters since.
WFG Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $44K in Q4 2014.
57 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2017.

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