Asset Planning Services (Pennsylvania)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,036	Closed	-$66K	–	136
2019 Q3	$66K	Buy	1,036 +3	+0.3%	+$191	0.03%	119
2019 Q2	$64K	Buy	1,033 +3	+0.3%	+$183	0.03%	118
2019 Q1	$61K	Buy	1,030 +3	+0.3%	+$165	0.03%	116
2018 Q4	$51K	Buy	1,027 +5	+0.5%	+$268	0.03%	121
2018 Q3	$58K	Buy	+1,022	New	+$59.9K	0.03%	117

Other funds holding FTEC

CSIA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BFA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LTFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s FTEC Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2019, closing a stake of 1,036 shares — an estimated $66K sold.

Asset Planning Services (Pennsylvania) first reported a position in FTEC in Q3 2018 and held it in 5 quarters. The position peaked at $66K in Q3 2019. 206 funds tracked by Wall St. Rank hold FTEC as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 1,036 Fidelity MSCI Information Technology Index ETF shares in Q4 2019, an estimated $66K.
Asset Planning Services (Pennsylvania) first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2018 and held it in 5 quarters.
Asset Planning Services (Pennsylvania)'s Fidelity MSCI Information Technology Index ETF position peaked at $66K in Q3 2019.
206 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.