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Winslow Evans & Crocker’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Winslow Evans & Crocker’s Portfolio FDLO Stock Details FDLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$51K Buy
1,200
+500
+71% +$20.5K 0.01% 594
2020
Q3 		$28K Hold
700
– – 0.01% 563
2020
Q2 		$26K Hold
700
– – 0.01% 568
2020
Q1 		$22K Buy
+700
New +$25.9K 0.01% 559

Other funds holding FDLO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

Winslow Evans & Crocker increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 71% in Q4 2020, buying an estimated $20.5K and bringing the position to 1,200 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #594.

Winslow Evans & Crocker first reported a position in FDLO in Q1 2020 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold FDLO as of Q4 2020.

  • Winslow Evans & Crocker held 1,200 shares of Fidelity Low Volatility Factor ETF worth $51K as of Q4 2020.
  • Winslow Evans & Crocker bought 500 Fidelity Low Volatility Factor ETF shares in Q4 2020, an estimated $20.5K.
  • Fidelity Low Volatility Factor ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #594 holding.
  • Winslow Evans & Crocker first reported a position in Fidelity Low Volatility Factor ETF in Q1 2020 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2020.

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