BB&T Securities’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

BB&T Securities’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 Q3	$8.83M	Buy	138,765 +114,703	+477%	+$7.3M	0.08%	295
2019 Q2	$1.5M	Buy	24,062 +4,897	+26%	+$299K	0.01%	670
2019 Q1	$1.14M	Sell	19,165 -748	-4%	-$41.1K	0.01%	751
2018 Q4	$980K	Buy	+19,913	New	+$1.07M	0.01%	748
2018 Q3	–	Sell	-292,693	Closed	-$16.2M	–	1601
2018 Q2	$16.2M	Buy	292,693 +101,129	+53%	+$5.52M	0.17%	157
2018 Q1	$9.94M	Buy	+191,564	New	+$10.2M	0.11%	243

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 $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSC

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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BB&T Securities's FTEC Position: Q3 2019 in Review

BB&T Securities increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 477% in Q3 2019, buying an estimated $7.3M and bringing the position to 138,765 shares worth $8.83M. The position accounts for 0.08% of the portfolio, ranked #295.

BB&T Securities first reported a position in FTEC in Q1 2018 and has held it in 6 quarters since. The position peaked at $16.2M in Q2 2018. 164 funds tracked by Wall St. Rank hold FTEC as of Q3 2019.

BB&T Securities held 138,765 shares of Fidelity MSCI Information Technology Index ETF worth $8.83M as of Q3 2019.
BB&T Securities bought 114,703 Fidelity MSCI Information Technology Index ETF shares in Q3 2019, an estimated $7.3M.
Fidelity MSCI Information Technology Index ETF made up 0.08% of BB&T Securities's portfolio in Q3 2019, its #295 holding.
BB&T Securities first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and has held it in 6 quarters since.
BB&T Securities's Fidelity MSCI Information Technology Index ETF position peaked at $16.2M in Q2 2018.
164 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.