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HL Financial Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

HL Financial Services’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
Q1 		$217K Sell
4,886
-376
-7% -$16.4K ﹤0.01% 690
2018
Q4 		$217K Buy
+5,262
New +$231K ﹤0.01% 674

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 $9.14B AUM 16.57% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HL Financial Services's FHLC Position: Q1 2019 in Review

HL Financial Services reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 7.1% in Q1 2019, selling an estimated $16.4K and leaving 4,886 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

HL Financial Services first reported a position in FHLC in Q4 2018 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold FHLC as of Q1 2019.

  • HL Financial Services held 4,886 shares of Fidelity MSCI Health Care Index ETF worth $217K as of Q1 2019.
  • HL Financial Services sold 376 Fidelity MSCI Health Care Index ETF shares in Q1 2019, an estimated $16.4K.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #690 holding.
  • HL Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.