FDx Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

FDx Advisors’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
2018 Q3	–	Sell	-5,792	Closed	-$239K	–	897
2018 Q2	$239K	Sell	5,792 -6,639	-53%	-$271K	0.01%	799
2018 Q1	$495K	Buy	12,431 +4,552	+58%	+$189K	0.01%	768
2017 Q4	$315K	Sell	7,879 -2,669	-25%	-$106K	0.01%	1013
2017 Q3	$417K	Sell	10,548 -17	-0.2%	-$658	0.01%	886
2017 Q2	$405K	Buy	10,565 +939	+10%	+$34.4K	0.01%	854
2017 Q1	$344K	Buy	+9,626	New	+$337K	0.01%	932

Other funds holding FHLC

CSIA

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

BFA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

FDx Advisors's FHLC Position: Q3 2018 in Review

FDx Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2018, closing a stake of 5,792 shares — an estimated $239K sold.

FDx Advisors first reported a position in FHLC in Q1 2017 and held it in 6 quarters. The position peaked at $495K in Q1 2018. 124 funds tracked by Wall St. Rank hold FHLC as of Q3 2018.

FDx Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2018 after selling out during the quarter.
FDx Advisors sold 5,792 Fidelity MSCI Health Care Index ETF shares in Q3 2018, an estimated $239K.
FDx Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2017 and held it in 6 quarters.
FDx Advisors's Fidelity MSCI Health Care Index ETF position peaked at $495K in Q1 2018.
124 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.