WI
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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

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 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.