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GeoWealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

GeoWealth Management’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
2019
Q4 		– Sell
-9,873
Closed -$428K – 129
2019
Q3 		$428K Buy
+9,873
New +$437K 0.1% 112

Other funds holding FHLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GeoWealth Management's FHLC Position: Q4 2019 in Review

GeoWealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2019, closing a stake of 9,873 shares — an estimated $428K sold.

GeoWealth Management first reported a position in FHLC in Q3 2019 and held it in 1 quarter. The position peaked at $428K in Q3 2019. 179 funds tracked by Wall St. Rank hold FHLC as of Q4 2019.

  • GeoWealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 9,873 Fidelity MSCI Health Care Index ETF shares in Q4 2019, an estimated $428K.
  • GeoWealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's Fidelity MSCI Health Care Index ETF position peaked at $428K in Q3 2019.
  • 179 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.