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Integrated Wealth Management (Palm Desert)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017
Q1 		$205K Buy
+4,991
New +$198K 0.07% 251

Other funds holding FTEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FTEC Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2017: 4,991 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #251 among its holdings.

80 funds tracked by Wall St. Rank hold FTEC as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 4,991 shares of Fidelity MSCI Information Technology Index ETF worth $205K as of Q1 2017.
  • Fidelity MSCI Information Technology Index ETF was a new Integrated Wealth Management (Palm Desert) position in Q1 2017.
  • Fidelity MSCI Information Technology Index ETF made up 0.07% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #251 holding.
  • 80 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.