GFPC
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Global Financial Private Capital’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Global Financial Private Capital’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
2018
Q4 		– Sell
-4,562
Closed -$213K – 380
2018
Q3 		$213K Sell
4,562
-3,028
-40% -$135K 0.01% 503
2018
Q2 		$313K Buy
+7,590
New +$309K 0.01% 446

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RCYC
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RWP
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Bank of America
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Lido Advisors
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Envestnet Asset Management
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LTFS
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return