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Bartlett & Co’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Bartlett & Co’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
2023
Q4 		– Sell
-34
Closed -$2K – 1221
2023
Q3 		$2K Hold
34
– – ﹤0.01% 1068
2023
Q2 		$2K Buy
+34
New +$2.13K ﹤0.01% 1057

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bartlett & Co's FHLC Position: Q4 2023 in Review

Bartlett & Co sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2023, closing a stake of 34 shares — an estimated $2K sold.

Bartlett & Co first reported a position in FHLC in Q2 2023 and held it in 2 quarters. The position peaked at $2K in Q3 2023. 326 funds tracked by Wall St. Rank hold FHLC as of Q4 2023.

  • Bartlett & Co reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2023 after selling out during the quarter.
  • Bartlett & Co sold 34 Fidelity MSCI Health Care Index ETF shares in Q4 2023, an estimated $2K.
  • Bartlett & Co first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and held it in 2 quarters.
  • Bartlett & Co's Fidelity MSCI Health Care Index ETF position peaked at $2K in Q3 2023.
  • 326 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.