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Asset Planning Services (Pennsylvania)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Asset Planning Services (Pennsylvania)’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
2020
Q4 		– Sell
-4,330
Closed -$228K – 72
2020
Q3 		$228K Buy
4,330
+15
+0.3% +$784 0.1% 76
2020
Q2 		$215K Buy
+4,315
New +$209K 0.09% 74

Other funds holding FHLC

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CI
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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s FHLC Position: Q4 2020 in Review

Asset Planning Services (Pennsylvania) sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2020, closing a stake of 4,330 shares — an estimated $228K sold.

Asset Planning Services (Pennsylvania) first reported a position in FHLC in Q2 2020 and held it in 2 quarters. The position peaked at $228K in Q3 2020. 220 funds tracked by Wall St. Rank hold FHLC as of Q4 2020.

  • Asset Planning Services (Pennsylvania) reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2020 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 4,330 Fidelity MSCI Health Care Index ETF shares in Q4 2020, an estimated $228K.
  • Asset Planning Services (Pennsylvania) first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Fidelity MSCI Health Care Index ETF position peaked at $228K in Q3 2020.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2020.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.