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Brandywine Oak Private Wealth’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-300
Closed -$12K – 352
2018
Q4 		$12K Buy
+300
New +$13.2K ﹤0.01% 491

Other funds holding FHLC

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FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brandywine Oak Private Wealth's FHLC Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2019, closing a stake of 300 shares — an estimated $12K sold.

Brandywine Oak Private Wealth first reported a position in FHLC in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 150 funds tracked by Wall St. Rank hold FHLC as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 300 Fidelity MSCI Health Care Index ETF shares in Q1 2019, an estimated $12K.
  • Brandywine Oak Private Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Fidelity MSCI Health Care Index ETF position peaked at $12K in Q4 2018.
  • 150 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.