Wintrust Investments’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Wintrust Investments’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 Q2	–	Sell	-48,592	Closed	-$1.84M	–	352
2018 Q1	$1.84M	Buy	48,592 +2,284	+5%	+$89.6K	0.47%	36
2017 Q4	$1.79M	Buy	46,308 +1,188	+3%	+$44.3K	0.42%	47
2017 Q3	$1.65M	Buy	45,120 +2,251	+5%	+$79.1K	0.42%	43
2017 Q2	$1.49M	Buy	42,869 +2,659	+7%	+$90.9K	0.4%	55
2017 Q1	$1.35M	Buy	+40,210	New	+$1.34M	0.38%	61

Other funds holding FIDU

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Wintrust Investments's FIDU Position: Q2 2018 in Review

Wintrust Investments sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2018, closing a stake of 48,592 shares — an estimated $1.84M sold.

Wintrust Investments first reported a position in FIDU in Q1 2017 and held it in 5 quarters. The position peaked at $1.84M in Q1 2018. 79 funds tracked by Wall St. Rank hold FIDU as of Q2 2018.

Wintrust Investments reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2018 after selling out during the quarter.
Wintrust Investments sold 48,592 Fidelity MSCI Industrials Index ETF shares in Q2 2018, an estimated $1.84M.
Wintrust Investments first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2017 and held it in 5 quarters.
Wintrust Investments's Fidelity MSCI Industrials Index ETF position peaked at $1.84M in Q1 2018.
79 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2018.

Based on Wintrust Investments's 13F filing for Q2 2018, filed 13 Aug 2018.