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BOK Financial’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

BOK Financial’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
2017
Q4 		– Sell
-700
Closed -$28K – 969
2017
Q3 		$28K Buy
+700
New +$27.1K ﹤0.01% 1025

Other funds holding FHLC

RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BOK Financial's FHLC Position: Q4 2017 in Review

BOK Financial sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2017, closing a stake of 700 shares — an estimated $28K sold.

BOK Financial first reported a position in FHLC in Q3 2017 and held it in 1 quarter. The position peaked at $28K in Q3 2017. 97 funds tracked by Wall St. Rank hold FHLC as of Q4 2017.

  • BOK Financial reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 700 Fidelity MSCI Health Care Index ETF shares in Q4 2017, an estimated $28K.
  • BOK Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2017 and held it in 1 quarter.
  • BOK Financial's Fidelity MSCI Health Care Index ETF position peaked at $28K in Q3 2017.
  • 97 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.