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Credit Suisse’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Credit Suisse’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
-5,633
Closed -$244K – 4213
2019
Q3 		$244K Buy
+5,633
New +$249K ﹤0.01% 3791
2019
Q1 		– Sell
-8,061
Closed -$333K – 4023
2018
Q4 		$333K Buy
+8,061
New +$354K ﹤0.01% 3470

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 22.96% 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

Credit Suisse's FHLC Position: Q4 2019 in Review

Credit Suisse sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2019, closing a stake of 5,633 shares — an estimated $244K sold.

Credit Suisse first reported a position in FHLC in Q4 2018 and held it in 2 quarters. The position peaked at $333K in Q4 2018. 179 funds tracked by Wall St. Rank hold FHLC as of Q4 2019.

  • Credit Suisse reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2019 after selling out during the quarter.
  • Credit Suisse sold 5,633 Fidelity MSCI Health Care Index ETF shares in Q4 2019, an estimated $244K.
  • Credit Suisse first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 2 quarters.
  • Credit Suisse's Fidelity MSCI Health Care Index ETF position peaked at $333K in Q4 2018.
  • 179 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2019.

Based on Credit Suisse's 13F filing for Q4 2019, filed 12 Feb 2020.