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WFG Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

WFG Advisors’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$231K Buy
9,540
+5,270
+123% +$127K 0.05% 340
2017
Q1 		$100K Hold
4,270
– – 0.03% 479
2016
Q4 		$90K Buy
4,270
+1,750
+69% +$36.6K 0.02% 553
2016
Q3 		$53K Hold
2,520
– – 0.01% 691
2016
Q2 		$48K Sell
2,520
-500
-17% -$9.53K 0.01% 694
2016
Q1 		$58K Buy
3,020
+10
+0.3% +$181 0.02% 624
2015
Q4 		$59K Hold
3,010
– – 0.02% 617
2015
Q3 		$55K Sell
3,010
-6,000
-67% -$116K 0.02% 615
2015
Q2 		$177K Buy
9,010
+5,000
+125% +$98.8K 0.05% 374
2015
Q1 		$77K Buy
4,010
+10
+0.3% +$190 0.02% 610
2014
Q4 		$74K Buy
+4,000
New +$72.3K 0.02% 737

Other funds holding ONEQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return