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Wilbanks Smith & Thomas Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-496
Closed -$20K – 683
2018
Q3 		$20K Buy
+496
New +$19.5K ﹤0.01% 880

Other funds holding FIDU

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Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FIDU Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2018, closing a stake of 496 shares — an estimated $20K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FIDU in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 73 funds tracked by Wall St. Rank hold FIDU as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 496 Fidelity MSCI Industrials Index ETF shares in Q4 2018, an estimated $20K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Fidelity MSCI Industrials Index ETF position peaked at $20K in Q3 2018.
  • 73 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.