BW
FHLC icon

Biegel & Waller’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Biegel & Waller’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
-148,426
Closed -$5.94M – 60
2017
Q4 		$5.94M Sell
148,426
-150,145
-50% -$5.98M 3.45% 11
2017
Q3 		$11.8M Sell
298,571
-44,562
-13% -$1.72M 7.42% 6
2017
Q2 		$13.1M Buy
343,133
+1,759
+0.5% +$64.5K 8.02% 5
2017
Q1 		$12.2M Sell
341,374
-17,911
-5% -$626K 8.41% 5
2016
Q4 		$11.9M Buy
+359,285
New +$11.9M 8.33% 5

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 $1.46B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $501B AUM 22.01% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return