AB
FHLC icon

AT Bancorp’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

AT Bancorp’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
Q1 		– Sell
-22,818
Closed -$912K – 231
2017
Q4 		$912K Buy
+22,818
New +$909K 0.1% 111

Other funds holding FHLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AT Bancorp's FHLC Position: Q1 2018 in Review

AT Bancorp sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2018, closing a stake of 22,818 shares — an estimated $912K sold.

AT Bancorp first reported a position in FHLC in Q4 2017 and held it in 1 quarter. The position peaked at $912K in Q4 2017. 98 funds tracked by Wall St. Rank hold FHLC as of Q1 2018.

  • AT Bancorp reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2018 after selling out during the quarter.
  • AT Bancorp sold 22,818 Fidelity MSCI Health Care Index ETF shares in Q1 2018, an estimated $912K.
  • AT Bancorp first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2017 and held it in 1 quarter.
  • AT Bancorp's Fidelity MSCI Health Care Index ETF position peaked at $912K in Q4 2017.
  • 98 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2018.

Based on AT Bancorp's 13F filing for Q1 2018, filed 9 May 2018.