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

FLC Capital 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
2020
Q1 		– Sell
-5,623
Closed -$280K – 123
2019
Q4 		$280K Hold
5,623
– – 0.11% 90
2019
Q3 		$244K Hold
5,623
– – 0.1% 104
2019
Q2 		$254K Buy
+5,623
New +$245K 0.1% 100

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

FLC Capital Advisors's FHLC Position: Q1 2020 in Review

FLC Capital Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2020, closing a stake of 5,623 shares — an estimated $280K sold.

FLC Capital Advisors first reported a position in FHLC in Q2 2019 and held it in 3 quarters. The position peaked at $280K in Q4 2019. 174 funds tracked by Wall St. Rank hold FHLC as of Q1 2020.

  • FLC Capital Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2020 after selling out during the quarter.
  • FLC Capital Advisors sold 5,623 Fidelity MSCI Health Care Index ETF shares in Q1 2020, an estimated $280K.
  • FLC Capital Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2019 and held it in 3 quarters.
  • FLC Capital Advisors's Fidelity MSCI Health Care Index ETF position peaked at $280K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2020.

Based on FLC Capital Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.