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Cascadia Advisory Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Cascadia Advisory Services’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
Q4 		$926K Buy
+18,622
New +$865K 0.26% 96

Other funds holding FHLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cascadia Advisory Services's FHLC Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2019: 18,622 shares worth $926K. The stake represents 0.26% of the portfolio and ranks #96 among its holdings.

179 funds tracked by Wall St. Rank hold FHLC as of Q4 2019.

  • Cascadia Advisory Services held 18,622 shares of Fidelity MSCI Health Care Index ETF worth $926K as of Q4 2019.
  • Fidelity MSCI Health Care Index ETF was a new Cascadia Advisory Services position in Q4 2019.
  • Fidelity MSCI Health Care Index ETF made up 0.26% of Cascadia Advisory Services's portfolio in Q4 2019, its #96 holding.
  • 179 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.