Willingdon Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Willingdon Wealth Management’s Portfolio FDRR Stock Details FDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-700	Closed	-$21K	–	333
2018 Q1	$21K	Buy	+700	New	+$21.8K	0.01%	214

Other funds holding FDRR

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Willingdon Wealth Management's FDRR Position: Q2 2018 in Review

Willingdon Wealth Management sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2018, closing a stake of 700 shares — an estimated $21K sold.

Willingdon Wealth Management first reported a position in FDRR in Q1 2018 and held it in 1 quarter. The position peaked at $21K in Q1 2018. 42 funds tracked by Wall St. Rank hold FDRR as of Q2 2018.

Willingdon Wealth Management reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2018 after selling out during the quarter.
Willingdon Wealth Management sold 700 Fidelity Dividend ETF for Rising Rates shares in Q2 2018, an estimated $21K.
Willingdon Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2018 and held it in 1 quarter.
Willingdon Wealth Management's Fidelity Dividend ETF for Rising Rates position peaked at $21K in Q1 2018.
42 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2018.

Based on Willingdon Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.