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

Destination 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
2019 Q1	–	Sell	-205	Closed	-$8K	–	686
2018 Q4	$8K	Sell	205 -605	-75%	-$26.6K	﹤0.01%	420
2018 Q3	$38K	Buy	+810	New	+$36.1K	﹤0.01%	327
2018 Q2	–	Sell	-14	Closed	-$1K	–	555
2018 Q1	$1K	Buy	+14	New	+$580	﹤0.01%	536

Other funds holding FHLC

CSIA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

SMG

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Destination Wealth Management's FHLC Position: Q1 2019 in Review

Destination Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2019, closing a stake of 205 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in FHLC in Q1 2018 and held it in 3 quarters. The position peaked at $38K in Q3 2018. 150 funds tracked by Wall St. Rank hold FHLC as of Q1 2019.

Destination Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2019 after selling out during the quarter.
Destination Wealth Management sold 205 Fidelity MSCI Health Care Index ETF shares in Q1 2019, an estimated $8K.
Destination Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2018 and held it in 3 quarters.
Destination Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $38K in Q3 2018.
150 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.