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Cobiz Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cobiz Wealth’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
2019
Q1 		– Sell
-9,248
Closed -$455K – 121
2018
Q4 		$455K Buy
+9,248
New +$496K 0.1% 97
2017
Q1 		– Sell
-25,828
Closed -$953K – 136
2016
Q4 		$953K Buy
+25,828
New +$944K 0.22% 79
2016
Q1 		– Sell
-78,692
Closed -$2.58M – 142
2015
Q4 		$2.58M Buy
+78,692
New +$2.6M 0.61% 57

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cobiz Wealth's FTEC Position: Q1 2019 in Review

Cobiz Wealth sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2019, closing a stake of 9,248 shares — an estimated $455K sold.

Cobiz Wealth first reported a position in FTEC in Q4 2015 and held it in 3 quarters. The position peaked at $2.58M in Q4 2015. 159 funds tracked by Wall St. Rank hold FTEC as of Q1 2019.

  • Cobiz Wealth reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2019 after selling out during the quarter.
  • Cobiz Wealth sold 9,248 Fidelity MSCI Information Technology Index ETF shares in Q1 2019, an estimated $455K.
  • Cobiz Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2015 and held it in 3 quarters.
  • Cobiz Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $2.58M in Q4 2015.
  • 159 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2019.

Based on Cobiz Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.