CWM
FHLC icon

Concert Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-1,199
Closed -$41K – 623
2016
Q3 		$41K Buy
+1,199
New +$41.9K 0.01% 836
2015
Q4 		– Sell
-15,708
Closed -$497K – 708
2015
Q3 		$497K Buy
15,708
+3,473
+28% +$123K 0.07% 361
2015
Q2 		$443K Sell
12,235
-1,993
-14% -$71.6K 0.06% 387
2015
Q1 		$400K Buy
14,228
+6,590
+86% +$227K 0.11% 241
2014
Q4 		$250K Buy
+7,638
New +$244K 0.04% 517

Other funds holding FHLC

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PAG
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BW
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Commonwealth Equity Services
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CPSAC
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BRCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return