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

Executive 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
Q3 		– Sell
-198
Closed -$9K – 356
2019
Q2 		$9K Buy
198
+1
+0.5% +$44 ﹤0.01% 630
2019
Q1 		$9K Hold
197
– – ﹤0.01% 571
2018
Q4 		$8K Buy
+197
New +$8.66K ﹤0.01% 606

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 22.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Executive Wealth Management's FHLC Position: Q3 2019 in Review

Executive Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2019, closing a stake of 198 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in FHLC in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2019. 152 funds tracked by Wall St. Rank hold FHLC as of Q3 2019.

  • Executive Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 198 Fidelity MSCI Health Care Index ETF shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $9K in Q2 2019.
  • 152 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.