Guidant Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Guidant Wealth 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
2019 Q3	$67K	Hold	1,543	–	–	0.02%	161
2019 Q2	$69K	Hold	1,543	–	–	0.03%	160
2019 Q1	$69K	Hold	1,543	–	–	0.03%	163
2018 Q4	$63K	Buy	1,543 +225	+17%	+$9.89K	0.03%	116
2018 Q3	$69K	Hold	1,318	–	–	0.03%	70
2018 Q2	$63K	Hold	1,318	–	–	0.03%	69
2018 Q1	$58K	Hold	1,318	–	–	0.03%	74
2017 Q4	$60K	Buy	1,318 +886	+205%	+$35.3K	0.03%	74
2017 Q3	$17K	Buy	+432	New	+$16.7K	0.01%	130

Other funds holding FHLC

CSIA

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

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FSC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Guidant Wealth Advisors's FHLC Position: Q3 2019 in Review

Guidant Wealth Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2019 at 1,543 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #161.

Guidant Wealth Advisors first reported a position in FHLC in Q3 2017 and has held it in 9 quarters since. The position peaked at $69K in Q2 2019. 152 funds tracked by Wall St. Rank hold FHLC as of Q3 2019.

Guidant Wealth Advisors held 1,543 shares of Fidelity MSCI Health Care Index ETF worth $67K as of Q3 2019.
Guidant Wealth Advisors left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2019.
Fidelity MSCI Health Care Index ETF made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #161 holding.
Guidant Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2017 and has held it in 9 quarters since.
Guidant Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $69K in Q2 2019.
152 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.