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First Citizens Bank & Trust’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

First Citizens Bank & Trust’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
2017
Q3 		– Sell
-5,966
Closed -$228K – 419
2017
Q2 		$228K Buy
+5,966
New +$219K 0.03% 396

Other funds holding FHLC

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Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
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Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
BW
Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return
Commonwealth Equity Services
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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Citizens Bank & Trust's FHLC Position: Q3 2017 in Review

First Citizens Bank & Trust sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2017, closing a stake of 5,966 shares — an estimated $228K sold.

First Citizens Bank & Trust first reported a position in FHLC in Q2 2017 and held it in 1 quarter. The position peaked at $228K in Q2 2017. 82 funds tracked by Wall St. Rank hold FHLC as of Q3 2017.

  • First Citizens Bank & Trust reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2017 after selling out during the quarter.
  • First Citizens Bank & Trust sold 5,966 Fidelity MSCI Health Care Index ETF shares in Q3 2017, an estimated $228K.
  • First Citizens Bank & Trust first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2017 and held it in 1 quarter.
  • First Citizens Bank & Trust's Fidelity MSCI Health Care Index ETF position peaked at $228K in Q2 2017.
  • 82 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2017.

Based on First Citizens Bank & Trust's 13F filing for Q3 2017, filed 12 Oct 2017.