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Avantax Planning Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-1,000
Closed -$47K – 589
2018
Q3 		$47K Buy
+1,000
New +$44.6K ﹤0.01% 500

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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avantax Planning Partners's FHLC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2018, closing a stake of 1,000 shares — an estimated $47K sold.

Avantax Planning Partners first reported a position in FHLC in Q3 2018 and held it in 1 quarter. The position peaked at $47K in Q3 2018. 141 funds tracked by Wall St. Rank hold FHLC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,000 Fidelity MSCI Health Care Index ETF shares in Q4 2018, an estimated $47K.
  • Avantax Planning Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Fidelity MSCI Health Care Index ETF position peaked at $47K in Q3 2018.
  • 141 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.