First Personal Financial Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

First Personal Financial Services’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
2016 Q1	–	Sell	-71	Closed	-$2K	–	337
2015 Q4	$2K	Hold	71	–	–	﹤0.01%	364
2015 Q3	$3K	Hold	71	–	–	﹤0.01%	359
2015 Q2	$3K	Buy	71 +15	+27%	+$539	﹤0.01%	357
2015 Q1	$2K	Hold	56	–	–	﹤0.01%	431
2014 Q4	$1K	Buy	+56	New	+$1.79K	﹤0.01%	409

Other funds holding FHLC

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

RCYC

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First Personal Financial Services's FHLC Position: Q1 2016 in Review

First Personal Financial Services sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2016, closing a stake of 71 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in FHLC in Q4 2014 and held it in 5 quarters. The position peaked at $3K in Q3 2015. 56 funds tracked by Wall St. Rank hold FHLC as of Q1 2016.

First Personal Financial Services reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2016 after selling out during the quarter.
First Personal Financial Services sold 71 Fidelity MSCI Health Care Index ETF shares in Q1 2016, an estimated $2K.
First Personal Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2014 and held it in 5 quarters.
First Personal Financial Services's Fidelity MSCI Health Care Index ETF position peaked at $3K in Q3 2015.
56 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.