Acorn Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Acorn Wealth Advisors’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,348	Closed	-$139K	–	221
2018 Q2	$139K	Hold	3,348	–	–	0.12%	142
2018 Q1	$136K	Sell	3,348 -57	-2%	-$2.36K	0.12%	141
2017 Q4	$140K	Buy	+3,405	New	+$136K	0.13%	132

Other funds holding FHLC

CSIA

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

BFA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

LTFS

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

Acorn Wealth Advisors's FHLC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2018, closing a stake of 3,348 shares — an estimated $139K sold.

Acorn Wealth Advisors first reported a position in FHLC in Q4 2017 and held it in 3 quarters. The position peaked at $140K in Q4 2017. 124 funds tracked by Wall St. Rank hold FHLC as of Q3 2018.

Acorn Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 3,348 Fidelity MSCI Health Care Index ETF shares in Q3 2018, an estimated $139K.
Acorn Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $140K in Q4 2017.
124 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.