Cornerstone Wealth Group
FHLC icon

Cornerstone Wealth Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Cornerstone Wealth Group’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 		– Sell
-42,313
Closed -$1.84M – 143
2019
Q3 		$1.84M Buy
42,313
+4,924
+13% +$218K 0.46% 67
2019
Q2 		$1.68M Buy
37,389
+6,640
+22% +$289K 0.45% 65
2019
Q1 		$1.37M Buy
+30,749
New +$1.34M 0.34% 70

Other funds holding FHLC

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FormulaFolio Investments
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RWA Wealth Partners
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
Full Sail Capital
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
Ladenburg Thalmann Financial Services
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

Cornerstone Wealth Group's FHLC Position: Q4 2019 in Review

Cornerstone Wealth Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2019, closing a stake of 42,313 shares — an estimated $1.84M sold.

Cornerstone Wealth Group first reported a position in FHLC in Q1 2019 and held it in 3 quarters. The position peaked at $1.84M in Q3 2019. 179 funds tracked by Wall St. Rank hold FHLC as of Q4 2019.

  • Cornerstone Wealth Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2019 after selling out during the quarter.
  • Cornerstone Wealth Group sold 42,313 Fidelity MSCI Health Care Index ETF shares in Q4 2019, an estimated $1.84M.
  • Cornerstone Wealth Group first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2019 and held it in 3 quarters.
  • Cornerstone Wealth Group's Fidelity MSCI Health Care Index ETF position peaked at $1.84M in Q3 2019.
  • 179 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2019.

Based on Cornerstone Wealth Group's 13F filing for Q4 2019, filed 28 Jan 2020.