CT
FHLC icon

Coastline Trust’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Coastline Trust’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
2024
Q4 		– Sell
-157
Closed -$11.4K – 439
2024
Q3 		$11.4K Buy
+157
New +$11.2K ﹤0.01% 375

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Coastline Trust's FHLC Position: Q4 2024 in Review

Coastline Trust sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2024, closing a stake of 157 shares — an estimated $11.4K sold.

Coastline Trust first reported a position in FHLC in Q3 2024 and held it in 1 quarter. The position peaked at $11.4K in Q3 2024. 335 funds tracked by Wall St. Rank hold FHLC as of Q4 2024.

  • Coastline Trust reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2024 after selling out during the quarter.
  • Coastline Trust sold 157 Fidelity MSCI Health Care Index ETF shares in Q4 2024, an estimated $11.4K.
  • Coastline Trust first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2024 and held it in 1 quarter.
  • Coastline Trust's Fidelity MSCI Health Care Index ETF position peaked at $11.4K in Q3 2024.
  • 335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2024.

Based on Coastline Trust's 13F filing for Q4 2024, filed 13 Feb 2025.