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Fernwood Investment Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Fernwood Investment 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
-3,918
Closed -$217K – 170
2018
Q2 		$217K Hold
3,918
– – 0.12% 142
2018
Q1 		$203K Buy
+3,918
New +$208K 0.11% 136

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Cambridge Investment Research Advisors
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BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
LTFS
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Morgan Stanley
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ST
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Fernwood Investment Management's FTEC Position: Q3 2018 in Review

Fernwood Investment Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2018, closing a stake of 3,918 shares — an estimated $217K sold.

Fernwood Investment Management first reported a position in FTEC in Q1 2018 and held it in 2 quarters. The position peaked at $217K in Q2 2018. 147 funds tracked by Wall St. Rank hold FTEC as of Q3 2018.

  • Fernwood Investment Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2018 after selling out during the quarter.
  • Fernwood Investment Management sold 3,918 Fidelity MSCI Information Technology Index ETF shares in Q3 2018, an estimated $217K.
  • Fernwood Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and held it in 2 quarters.
  • Fernwood Investment Management's Fidelity MSCI Information Technology Index ETF position peaked at $217K in Q2 2018.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2018.

Based on Fernwood Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.