Winslow Evans & Crocker’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Winslow Evans & Crocker’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-75	Closed	-$4K	–	1113
2020 Q2	$4K	Sell	75 -1	-1%	-$47	﹤0.01%	920
2020 Q1	$4K	Hold	76	–	–	﹤0.01%	898
2019 Q4	$4K	Hold	76	–	–	﹤0.01%	990
2019 Q3	$4K	Buy	+76	New	+$3.5K	﹤0.01%	982
2017 Q3	–	Sell	-145	Closed	-$5.15K	–	1153
2017 Q2	$5.15K	Sell	145 -1	-0.7%	-$35	﹤0.01%	1053
2017 Q1	$5.03K	Hold	146	–	–	﹤0.01%	1031
2016 Q4	$4.67K	Hold	146	–	–	﹤0.01%	1040
2016 Q3	$4.56K	Hold	146	–	–	﹤0.01%	1077
2016 Q2	$4.42K	Buy	146 +76	+109%	+$2.34K	﹤0.01%	1062
2016 Q1	$6.83K	Sell	70 -1,426	-95%	-$41.6K	﹤0.01%	960
2015 Q4	$45.9K	Buy	1,496 +196	+15%	+$6.11K	0.01%	552
2015 Q3	$38.3K	Buy	1,300 +224	+21%	+$6.89K	0.01%	559
2015 Q2	$33.2K	Sell	1,076 -200	-16%	-$6.18K	0.01%	641
2015 Q1	$38.9K	Sell	1,276 -150	-11%	-$4.46K	0.01%	593
2014 Q4	$41.6K	Buy	1,426 +1,300	+1,032%	+$36K	0.01%	573
2014 Q3	$3.37K	Buy	126 +1	+0.8%	+$27	﹤0.01%	1182
2014 Q2	$3.39K	Buy	+125	New	+$3.28K	﹤0.01%	1112

Other funds holding FDIS

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Winslow Evans & Crocker's FDIS Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2020, closing a stake of 75 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in FDIS in Q2 2014 and held it in 17 quarters. The position peaked at $45.9K in Q4 2015. 121 funds tracked by Wall St. Rank hold FDIS as of Q3 2020.

Winslow Evans & Crocker reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 75 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2020, an estimated $4K.
Winslow Evans & Crocker first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2014 and held it in 17 quarters.
Winslow Evans & Crocker's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $45.9K in Q4 2015.
121 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.