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Winslow Evans & Crocker’s Fidelity Total Bond ETF FBND Stock Holding History

Winslow Evans & Crocker’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.36M Buy
25,071
+14,288
+133% +$780K 0.26% 90
2020
Q3 		$589K Buy
10,783
+5,315
+97% +$292K 0.15% 147
2020
Q2 		$295K Buy
5,468
+1,686
+45% +$89.7K 0.08% 229
2020
Q1 		$198K Sell
3,782
-164
-4% -$8.49K 0.07% 243
2019
Q4 		$206K Buy
3,946
+670
+20% +$34.6K 0.05% 284
2019
Q3 		$172K Buy
3,276
+20
+0.6% +$1.03K 0.05% 302
2019
Q2 		$168K Buy
3,256
+1,306
+67% +$65.7K 0.05% 308
2019
Q1 		$98K Buy
1,950
+1,310
+205% +$64.5K 0.03% 385
2018
Q4 		$32K Buy
+640
New +$30.8K 0.01% 538
2018
Q1 		– Sell
-250
Closed -$12.6K – 1131
2017
Q4 		$12.6K Hold
250
– – ﹤0.01% 765
2017
Q3 		$12.6K Hold
250
– – ﹤0.01% 772
2017
Q2 		$12.5K Hold
250
– – ﹤0.01% 865
2017
Q1 		$12.5K Hold
250
– – ﹤0.01% 840
2016
Q4 		$12.4K Hold
250
– – ﹤0.01% 829
2016
Q3 		$12.8K Buy
+250
New +$12.7K ﹤0.01% 843

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
NNP
Nachman Norwood & Parrott Greenville, South Carolina $984M AUM 33.8% 1-Year Est. Return

Winslow Evans & Crocker's FBND Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Fidelity Total Bond ETF (FBND) stake by 133% in Q4 2020, buying an estimated $780K and bringing the position to 25,071 shares worth $1.36M. The position accounts for 0.26% of the portfolio, ranked #90.

Winslow Evans & Crocker first reported a position in FBND in Q3 2016 and has held it in 15 quarters since. 148 funds tracked by Wall St. Rank hold FBND as of Q4 2020.

  • Winslow Evans & Crocker held 25,071 shares of Fidelity Total Bond ETF worth $1.36M as of Q4 2020.
  • Winslow Evans & Crocker bought 14,288 Fidelity Total Bond ETF shares in Q4 2020, an estimated $780K.
  • Fidelity Total Bond ETF made up 0.26% of Winslow Evans & Crocker's portfolio in Q4 2020, its #90 holding.
  • Winslow Evans & Crocker first reported a position in Fidelity Total Bond ETF in Q3 2016 and has held it in 15 quarters since.
  • 148 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.