Destination Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Destination Wealth 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
2019 Q1	–	Sell	-221	Closed	-$11K	–	691
2018 Q4	$11K	Sell	221 -681	-75%	-$36.6K	﹤0.01%	396
2018 Q3	$54K	Buy	+902	New	+$52.8K	﹤0.01%	272
2018 Q2	–	Sell	-16	Closed	-$1K	–	558
2018 Q1	$1K	Buy	+16	New	+$848	﹤0.01%	542

Other funds holding FTEC

CSIA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

LTFS

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

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

Destination Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2019, closing a stake of 221 shares — an estimated $11K sold.

Destination Wealth Management first reported a position in FTEC in Q1 2018 and held it in 3 quarters. The position peaked at $54K in Q3 2018. 159 funds tracked by Wall St. Rank hold FTEC as of Q1 2019.

Destination Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2019 after selling out during the quarter.
Destination Wealth Management sold 221 Fidelity MSCI Information Technology Index ETF shares in Q1 2019, an estimated $11K.
Destination Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and held it in 3 quarters.
Destination Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $54K in Q3 2018.
159 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2019.

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