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Guidant Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Guidant Wealth Advisors’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
Q3 		$80K Hold
1,262
– – 0.03% 150
2019
Q2 		$79K Hold
1,262
– – 0.03% 152
2019
Q1 		$75K Hold
1,262
– – 0.03% 160
2018
Q4 		$62K Buy
+1,262
New +$67.7K 0.03% 118

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Guidant Wealth Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2019 at 1,262 shares worth $80K. The position accounts for 0.03% of the portfolio, ranked #150.

Guidant Wealth Advisors first reported a position in FTEC in Q4 2018 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold FTEC as of Q3 2019.

  • Guidant Wealth Advisors held 1,262 shares of Fidelity MSCI Information Technology Index ETF worth $80K as of Q3 2019.
  • Guidant Wealth Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2019.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #150 holding.
  • Guidant Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2019.

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