Global Financial Private Capital’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Global Financial Private Capital’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,154	Closed	-$246K	–	501
2019 Q1	$246K	Buy	+4,154	New	+$228K	0.01%	339
2018 Q4	–	Sell	-5,943	Closed	-$358K	–	385
2018 Q3	$358K	Sell	5,943 -7,723	-57%	-$452K	0.01%	428
2018 Q2	$755K	Buy	+13,666	New	+$745K	0.03%	304

Other funds holding FTEC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Global Financial Private Capital's FTEC Position: Q2 2019 in Review

Global Financial Private Capital sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2019, closing a stake of 4,154 shares — an estimated $246K sold.

Global Financial Private Capital first reported a position in FTEC in Q2 2018 and held it in 3 quarters. The position peaked at $755K in Q2 2018. 162 funds tracked by Wall St. Rank hold FTEC as of Q2 2019.

Global Financial Private Capital reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 4,154 Fidelity MSCI Information Technology Index ETF shares in Q2 2019, an estimated $246K.
Global Financial Private Capital first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and held it in 3 quarters.
Global Financial Private Capital's Fidelity MSCI Information Technology Index ETF position peaked at $755K in Q2 2018.
162 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.