DeGreen Capital Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

DeGreen Capital Management’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
2018 Q3	–	Sell	-137,917	Closed	-$7.62M	–	16
2018 Q2	$7.62M	Buy	137,917 +1,632	+1%	+$89K	3.6%	10
2018 Q1	$7.07M	Buy	+136,285	New	+$7.22M	3.33%	12

Other funds holding FTEC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

DeGreen Capital Management's FTEC Position: Q3 2018 in Review

DeGreen Capital Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2018, closing a stake of 137,917 shares — an estimated $7.62M sold.

DeGreen Capital Management first reported a position in FTEC in Q1 2018 and held it in 2 quarters. The position peaked at $7.62M in Q2 2018. 148 funds tracked by Wall St. Rank hold FTEC as of Q3 2018.

DeGreen Capital Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2018 after selling out during the quarter.
DeGreen Capital Management sold 137,917 Fidelity MSCI Information Technology Index ETF shares in Q3 2018, an estimated $7.62M.
DeGreen Capital Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and held it in 2 quarters.
DeGreen Capital Management's Fidelity MSCI Information Technology Index ETF position peaked at $7.62M in Q2 2018.
148 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2018.

Based on DeGreen Capital Management's 13F filing for Q3 2018, filed 25 Oct 2018.