Beck Capital Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Beck Capital Management’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
2019 Q2	–	Sell	-13,865	Closed	-$617K	–	101
2019 Q1	$617K	Buy	+13,865	New	+$605K	0.29%	68
2018 Q4	–	Sell	-32,009	Closed	-$1.5M	–	73
2018 Q3	$1.5M	Buy	32,009 +19,443	+155%	+$867K	0.64%	49
2018 Q2	$519K	Buy	12,566 +675	+6%	+$27.5K	0.25%	65
2018 Q1	$473K	Buy	11,891 +4,871	+69%	+$202K	0.22%	74
2017 Q4	$281K	Buy	+7,020	New	+$280K	0.12%	98

Other funds holding FHLC

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

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

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 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

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

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

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return