IIC
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Integrated Investment Consultants’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Integrated Investment Consultants’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
Q2 		– Sell
-235
Closed -$9K – 354
2018
Q1 		$9K Buy
+235
New +$9.73K ﹤0.01% 644

Other funds holding FHLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Integrated Investment Consultants's FHLC Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2018, closing a stake of 235 shares — an estimated $9K sold.

Integrated Investment Consultants first reported a position in FHLC in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 109 funds tracked by Wall St. Rank hold FHLC as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 235 Fidelity MSCI Health Care Index ETF shares in Q2 2018, an estimated $9K.
  • Integrated Investment Consultants first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Fidelity MSCI Health Care Index ETF position peaked at $9K in Q1 2018.
  • 109 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.