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Calton & Associates’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Calton & Associates’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,771
Closed -$150K – 676
2017
Q4 		$150K Buy
+2,771
New +$136K 0.04% 402

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Calton & Associates sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2018, closing a stake of 2,771 shares — an estimated $150K sold.

Calton & Associates first reported a position in FTEC in Q4 2017 and held it in 1 quarter. The position peaked at $150K in Q4 2017. 123 funds tracked by Wall St. Rank hold FTEC as of Q1 2018.

  • Calton & Associates reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,771 Fidelity MSCI Information Technology Index ETF shares in Q1 2018, an estimated $150K.
  • Calton & Associates first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Fidelity MSCI Information Technology Index ETF position peaked at $150K in Q4 2017.
  • 123 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2018.

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