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Calton & Associates’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Calton & Associates’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
-225
Closed -$9K – 651
2017
Q4 		$9K Buy
+225
New +$8.96K ﹤0.01% 1089

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 $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $617B AUM 30.33% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Calton & Associates's FHLC Position: Q1 2018 in Review

Calton & Associates sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2018, closing a stake of 225 shares — an estimated $9K sold.

Calton & Associates first reported a position in FHLC in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 98 funds tracked by Wall St. Rank hold FHLC as of Q1 2018.

  • Calton & Associates reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 225 Fidelity MSCI Health Care Index ETF shares in Q1 2018, an estimated $9K.
  • Calton & Associates first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Fidelity MSCI Health Care Index ETF position peaked at $9K in Q4 2017.
  • 98 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.